Proactive Wealth Strategies LLC First Tr Nasdaq Clean Edge Sma Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,140 shares of GRID stock, worth $598,193. This represents 0.32% of its overall portfolio holdings.
Number of Shares
5,140
Previous 5,079
1.2%
Holding current value
$598,193
Previous $646,000
5.11%
% of portfolio
0.32%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
303Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$154 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$97.9 Million0.01% of portfolio
-
Assetmark, Inc763KShares$88.7 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$78.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$45.7 Million0.01% of portfolio