Moran Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Moran Wealth Management, LLC
- $3.16 Billion
- Q3 2025
A detailed history of Moran Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Moran Wealth Management, LLC holds 5,317 shares of GRID stock, worth $811,959. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,317
Previous 3,000
77.23%
Holding current value
$811,959
Previous $417,000
92.57%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
395Shares Held
15.6MCall Options Held
9KPut Options Held
5.9K-
Morgan Stanley New York, NY2.26MShares$345 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$221 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$183 Million0.06% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.1.04MShares$158 Million1.41% of portfolio
-
Ubs Group Ag969KShares$148 Million0.02% of portfolio