Trademark Financial Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q4 2024
A detailed history of Trademark Financial Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,098 shares of GRID stock, worth $378,792. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,098
Previous 3,661
15.38%
Holding current value
$378,792
Previous $466 Million
20.64%
% of portfolio
0.29%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
299Shares Held
10.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$161 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$103 Million0.01% of portfolio
-
Assetmark, Inc763KShares$93.2 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$82.3 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$48 Million0.01% of portfolio