Wealthspan Partners, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Wealthspan Partners, LLC
- $179 Million
- Q2 2024
A detailed history of Wealthspan Partners, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Wealthspan Partners, LLC holds 3,228 shares of GRID stock, worth $397,754. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,228
Previous 3,098
4.2%
Holding current value
$397,754
Previous $355,000
5.07%
% of portfolio
0.21%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$102 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$79.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$60.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$51.7 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$35.9 Million4.15% of portfolio