Wcg Wealth Advisors LLC First Tr Nasdaq Clean Edge Sma Transaction History
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
A detailed history of Wcg Wealth Advisors LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 17,533 shares of GRID stock, worth $2.08 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
17,533
Previous 16,954
3.42%
Holding current value
$2.08 Million
Previous $1.78 Million
13.18%
% of portfolio
0.17%
Previous 0.13%
Shares
9 transactions
Others Institutions Holding GRID
# of Institutions
195Shares Held
4.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY465KShares$55.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$40.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC318KShares$37.8 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ271KShares$32.2 Million3.31% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$30.3 Million0.01% of portfolio