Journey Strategic Wealth LLC First Tr Nasdaq Clean Edge Sma Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,192 shares of GRID stock, worth $506,100. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,192
Previous 3,061
36.95%
Holding current value
$506,100
Previous $389,000
28.53%
% of portfolio
0.02%
Previous 0.01%
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