Proactive Wealth Strategies LLC First Tr Nasdaq Clean Edge Sma Transaction History
Proactive Wealth Strategies LLC
- $180 Million
- Q3 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,079 shares of GRID stock, worth $612,832. This represents 0.36% of its overall portfolio holdings.
Number of Shares
5,079Holding current value
$612,832% of portfolio
0.36%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
273Shares Held
8.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.4 Million0.01% of portfolio
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Assetmark, Inc803KShares$96.8 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio
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Ubs Group Ag322KShares$38.8 Million0.01% of portfolio