Legacy Wealth Managment, Llc/Id First Tr Nasdaq Clean Edge Sma Transaction History
Legacy Wealth Managment, Llc/Id
- $142 Million
- Q3 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,133 shares of GRID stock, worth $137,727. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,133Holding current value
$137,727% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
286Shares Held
8.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$107 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC823KShares$100 Million0.01% of portfolio
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Assetmark, Inc803KShares$97.6 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC516KShares$62.7 Million0.03% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.8 Million4.5% of portfolio