Sea Crest Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 13,131 shares of GRID stock, worth $1.6 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,131
Previous 11,099
18.31%
Holding current value
$1.6 Million
Previous $1.41 Million
10.98%
% of portfolio
0.17%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding GRID
# of Institutions
276Shares Held
8.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$107 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$100 Million0.01% of portfolio
-
Assetmark, Inc803KShares$97.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.7 Million0.03% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.8 Million4.5% of portfolio