U.S. Capital Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 15,020 shares of GRID stock, worth $1.83 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
15,020Holding current value
$1.83 Million% of portfolio
0.06%Shares
4 transactions
Others Institutions Holding GRID
# of Institutions
286Shares Held
8.84MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$107 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC823KShares$100 Million0.01% of portfolio
-
Assetmark, Inc803KShares$97.6 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC516KShares$62.7 Million0.03% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.8 Million4.5% of portfolio