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

Steward Partners Investment Solutions, LLC

$594 Billion
Q1 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding GRID

# of Institutions

291

Shares Held

9.26M

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

$99.3 Million
0.01% of portfolio
Assetmark, Inc

763K
Shares

$92 Million
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

516K
Shares

$62.2 Million
0.03% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

328K
Shares

$39.5 Million
4.5% of portfolio

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