Warren Averett Asset Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 15,514 shares of GRID stock, worth $1.89 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,514
Previous 15,509
0.03%
Holding current value
$1.89 Million
Previous $1.79 Million
10.16%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
273Shares Held
8.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$108 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$100 Million0.01% of portfolio
-
Assetmark, Inc803KShares$97.9 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.9 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$61.7 Million0.01% of portfolio