Sound Financial Strategies Group, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Sound Financial Strategies Group, LLC
- $106 Million
- Q1 2025
A detailed history of Sound Financial Strategies Group, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 11,133 shares of GRID stock, worth $1.6 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
11,133Holding current value
$1.6 Million% of portfolio
1.19%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
332Shares Held
11.1MCall Options Held
400Put Options Held
0-
Morgan Stanley New York, NY1.42MShares$204 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.13MShares$162 Million0.01% of portfolio
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Ubs Group Ag784KShares$112 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC773KShares$111 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA481KShares$68.9 Million0.01% of portfolio