Modern Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,900 shares of GRID stock, worth $965,933. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,900Holding current value
$965,933% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
299Shares Held
10.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$161 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC841KShares$103 Million0.01% of portfolio
-
Assetmark, Inc763KShares$93.2 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$82.3 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA393KShares$48 Million0.01% of portfolio