Gradient Investments LLC First Tr Large Cap Value Transaction History
Gradient Investments LLC
- $3.78 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding FTA
# of Institutions
225Shares Held
11.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$169 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$78.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$65.9 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$35.1 Million0.01% of portfolio
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Envestnet Asset Management Inc417KShares$32.4 Million0.01% of portfolio