Sea Crest Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Sea Crest Wealth Management, LLC
- $852 Million
- Q1 2025
A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 7,318 shares of GRID stock, worth $830,373. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,318
Previous 13,131
44.27%
Holding current value
$830,373
Previous $1.57 Million
46.71%
% of portfolio
0.1%
Previous 0.17%
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$150 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$95.5 Million0.01% of portfolio
-
Assetmark, Inc763KShares$86.5 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$76.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$44.6 Million0.01% of portfolio