Operose Advisors LLC First Tr Nasdaq Clean Edge Sma Transaction History

Operose Advisors LLC

$307 Million
Q3 2024

A detailed history of Operose Advisors LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Operose Advisors LLC holds 294 shares of GRID stock, worth $34,944. This represents 0.01% of its overall portfolio holdings.

Number of Shares

294

Holding current value

$34,944

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$110.06 - $128.44 $32,357 - $37,761	294 New	294 $37,000

Others Institutions Holding GRID

# of Institutions

286

Shares Held

8.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

882K
Shares

$105 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

823K
Shares

$97.9 Million
0.01% of portfolio
Assetmark, Inc

803K
Shares

$95.4 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

516K
Shares

$61.3 Million
0.03% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

328K
Shares

$39 Million
4.5% of portfolio

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

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