Milestone Advisory Partners First Tr Nasdaq Clean Edge Sma Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
Shares
6 transactions
Others Institutions Holding GRID
# of Institutions
306Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$149 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$94.9 Million0.01% of portfolio
-
Assetmark, Inc763KShares$86 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$76 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA393KShares$44.3 Million0.01% of portfolio