Montis Financial, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Montis Financial, LLC holds 17,642 shares of GRID stock, worth $2.12 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
17,642
Previous 19,536
9.69%
Holding current value
$2.12 Million
Previous $2.49 Million
15.29%
% of portfolio
0.65%
Previous 0.89%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
300Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$159 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$101 Million0.01% of portfolio
-
Assetmark, Inc763KShares$91.6 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$80.9 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$47.2 Million0.01% of portfolio