Vital Stone Financial, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Vital Stone Financial, LLC

$134 Million
Q2 2024

A detailed history of Vital Stone Financial, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Vital Stone Financial, LLC holds 88 shares of GRID stock, worth $10,714. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Holding current value

$10,714

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	BUY	$109.73 - $121.69 $9,656 - $10,708	88 New	88 $10,000

Others Institutions Holding GRID

# of Institutions

243

Shares Held

6.88M

Call Options Held

Put Options Held

Assetmark, Inc

830K
Shares

$101 Million
0.3% of portfolio
Morgan Stanley New York, NY

646K
Shares

$78.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

490K
Shares

$59.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

420K
Shares

$51.1 Million
0.02% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

291K
Shares

$35.4 Million
4.15% of portfolio

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

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Vital Stone Financial, LLC First Tr Nasdaq Clean Edge Sma Transaction History