N.E.W. Advisory Services LLC First Tr Nasdaq Clean Edge Sma Transaction History
N.E.W. Advisory Services LLC
- $1.03 Billion
- Q4 2024
A detailed history of N.E.W. Advisory Services LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 3,079 shares of GRID stock, worth $374,283. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,079
Previous 2,188
40.72%
Holding current value
$374,283
Previous $278,000
32.01%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
286Shares Held
8.84MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$107 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$100 Million0.01% of portfolio
-
Assetmark, Inc803KShares$97.6 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.7 Million0.03% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.8 Million4.5% of portfolio