United Advisor Group, LLC First Tr Nasdaq Clean Edge Sma Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, United Advisor Group, LLC holds 4,994 shares of GRID stock, worth $602,326. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,994
Previous 4,079
22.43%
Holding current value
$602,326
Previous $471,000
34.82%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
290Shares Held
16.1MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA7.19MShares$868 Million0.49% of portfolio
-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.3 Million0.01% of portfolio
-
Assetmark, Inc803KShares$96.8 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio