Stonebridge Financial Planning Group, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 5,254 shares of GRID stock, worth $659,166. This represents 0.33% of its overall portfolio holdings.
Number of Shares
5,254
Previous 5,254
-0.0%
Holding current value
$659,166
Previous $607,000
10.05%
% of portfolio
0.33%
Previous 0.32%
Shares
12 transactions
Others Institutions Holding GRID
# of Institutions
273Shares Held
8.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$111 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$103 Million0.01% of portfolio
-
Assetmark, Inc803KShares$101 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$64.7 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63.5 Million0.01% of portfolio