Sheets Smith Wealth Management First Tr Nasdaq Clean Edge Sma Call Options Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding GRID

# of Institutions

261

Shares Held

7.62M

Call Options Held

0

Put Options Held

0

Assetmark, Inc

803K
Shares

$97.9 Million
0.29% of portfolio
Morgan Stanley New York, NY

646K
Shares

$78.8 Million
0.01% of portfolio
International Assets Investment Management, LLC Orlando, FL

506K
Shares

$61.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

490K
Shares

$59.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

420K
Shares

$51.2 Million
0.02% of portfolio

About FIRST TR NASDAQ CLEAN EDGE SMA

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