Measured Wealth Private Client Group, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Measured Wealth Private Client Group, LLC
- $307 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
303Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$151 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$96.5 Million0.01% of portfolio
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Assetmark, Inc763KShares$87.5 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$77.2 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA393KShares$45.1 Million0.01% of portfolio