Outlook Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 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 4,338 shares of GRID stock, worth $512,925. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,338
Previous 4,178
3.83%
Holding current value
$512,925
Previous $437,000
13.73%
% of portfolio
0.17%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
195Shares Held
4.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY465KShares$54.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$40.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC318KShares$37.7 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ271KShares$32.1 Million3.31% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$30.1 Million0.01% of portfolio