Outlook Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 4,313 shares of GRID stock, worth $542,100. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,313
Previous 4,262
1.2%
Holding current value
$542,100
Previous $492,000
11.38%
% of portfolio
0.19%
Previous 0.18%
Shares
5 transactions
Others Institutions Holding GRID
# of Institutions
274Shares Held
8.98MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$111 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$104 Million0.01% of portfolio
-
Assetmark, Inc803KShares$101 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$64.8 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63.6 Million0.01% of portfolio