Steward Partners Investment Solutions, LLC First Tr Nasdaq Clean Edge Sma Call Options Transaction History

Steward Partners Investment Solutions, LLC

$594 Billion
Q1 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

273

Shares Held

8.97M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

882K
Shares

$106 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

823K
Shares

$99.2 Million
0.01% of portfolio
Assetmark, Inc

803K
Shares

$96.7 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

516K
Shares

$62.2 Million
0.03% of portfolio
International Assets Investment Management, LLC Orlando, FL

506K
Shares

$61 Million
0.01% of portfolio

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About FIRST TR NASDAQ CLEAN EDGE SMA

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