Kfg Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Kfg Wealth Management, LLC
- $385 Million
- Q4 2024
A detailed history of Kfg Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 2,837 shares of GRID stock, worth $346,879. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,837
Previous 2,134
32.94%
Holding current value
$346,879
Previous $271,000
24.72%
% of portfolio
0.09%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
299Shares Held
10.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$161 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$103 Million0.01% of portfolio
-
Assetmark, Inc763KShares$93.2 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$82.3 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$48 Million0.01% of portfolio