Pcg Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Pcg Wealth Advisors, LLC
- $247 Million
- Q3 2024
A detailed history of Pcg Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 2,628 shares of GRID stock, worth $329,708. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,628
Previous 2,625
0.11%
Holding current value
$329,708
Previous $303,000
10.23%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding GRID
# of Institutions
273Shares Held
8.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$111 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$103 Million0.01% of portfolio
-
Assetmark, Inc803KShares$101 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$64.7 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63.5 Million0.01% of portfolio