Steel Peak Wealth Management LLC First Tr Nasdaq Clean Edge Sma Transaction History
Steel Peak Wealth Management LLC
- $2.25 Billion
- Q3 2024
A detailed history of Steel Peak Wealth Management LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,701 shares of GRID stock, worth $339,488. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,701
Previous 2,701
-0.0%
Holding current value
$339,488
Previous $312,000
9.94%
% of portfolio
0.02%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
274Shares Held
8.98MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$111 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$104 Million0.01% of portfolio
-
Assetmark, Inc803KShares$101 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$64.8 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63.6 Million0.01% of portfolio