Bright Futures Wealth Management, Llc. First Tr Nasdaq Clean Edge Sma Transaction History
Bright Futures Wealth Management, Llc.
- $101 Million
- Q4 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 9,847 shares of GRID stock, worth $1.19 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
9,847
Previous 20,405
51.74%
Holding current value
$1.19 Million
Previous $2.6 Million
54.74%
% of portfolio
1.16%
Previous 1.31%
Shares
4 transactions
Others Institutions Holding GRID
# of Institutions
291Shares Held
9.28MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$107 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.4 Million0.01% of portfolio
-
Assetmark, Inc763KShares$92.1 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.3 Million0.03% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.6 Million4.5% of portfolio