True Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, True Wealth Advisors, LLC holds 1,494 shares of GRID stock, worth $206,919. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,494Holding current value
$206,919% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
318Shares Held
11MCall Options Held
400Put Options Held
0-
Morgan Stanley New York, NY1.42MShares$197 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.13MShares$157 Million0.01% of portfolio
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Ubs Group Ag784KShares$109 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC773KShares$107 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA481KShares$66.6 Million0.01% of portfolio