Values First Advisors, Inc. First Tr Nasdaq Clean Edge Sma Transaction History
Values First Advisors, Inc.
- $166 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
316Shares Held
11MCall Options Held
400Put Options Held
0-
Morgan Stanley New York, NY1.42MShares$187 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$149 Million0.01% of portfolio
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Ubs Group Ag784KShares$103 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC773KShares$102 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA481KShares$63.3 Million0.01% of portfolio