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 $1.32 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
11,133Holding current value
$1.32 Million% of portfolio
1.19%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
316Shares Held
9.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$157 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC841KShares$99.8 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC773KShares$91.7 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA393KShares$46.6 Million0.01% of portfolio
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Ubs Group Ag373KShares$44.2 Million0.01% of portfolio