Journey Beyond Wealth, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Journey Beyond Wealth, LLC
- $126 Billion
- Q4 2025
A detailed history of Journey Beyond Wealth, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 10,007 shares of GRID stock, worth $1.53 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
10,007Holding current value
$1.53 Million% of portfolio
1.22%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
423Shares Held
16.1MCall Options Held
9KPut Options Held
5.9K-
Morgan Stanley New York, NY2.26MShares$345 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC1.45MShares$221 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.2MShares$183 Million0.06% of portfolio
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Harel Insurance Investments & Financial Services Ltd.1.04MShares$158 Million1.41% of portfolio
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Ubs Group Ag969KShares$148 Million0.02% of portfolio