Mascoma Wealth Management LLC First Tr Nasdaq Clean Edge Sma Transaction History
Mascoma Wealth Management LLC
- $396 Million
- Q4 2024
A detailed history of Mascoma Wealth Management LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 288 shares of GRID stock, worth $34,770. This represents 0.01% of its overall portfolio holdings.
Number of Shares
288
Previous 288
-0.0%
Holding current value
$34,770
Previous $36,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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