Northwest Financial Advisors First Tr Nasdaq Clean Edge Sma Transaction History
Northwest Financial Advisors
- $71.7 Billion
- Q2 2025
A detailed history of Northwest Financial Advisors transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Northwest Financial Advisors holds 1,721 shares of GRID stock, worth $246,498. This represents 0.33% of its overall portfolio holdings.
Number of Shares
1,721
Previous 2,057
16.33%
Holding current value
$246,498
Previous $233 Million
2.84%
% of portfolio
0.33%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
337Shares Held
11.2MCall Options Held
2.5KPut Options Held
0-
Morgan Stanley New York, NY1.42MShares$204 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$162 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC895KShares$128 Million0.04% of portfolio
-
Ubs Group Ag784KShares$112 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA481KShares$68.9 Million0.01% of portfolio