Steel Peak Wealth Management LLC First Tr Nasdaq Clean Edge Sma Transaction History
Steel Peak Wealth Management LLC
- $2.41 Billion
- Q4 2024
A detailed history of Steel Peak Wealth Management LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 3,576 shares of GRID stock, worth $455,296. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,576
Previous 2,701
32.4%
Holding current value
$455,296
Previous $343,000
24.2%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
281Shares Held
8.57MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$112 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$105 Million0.01% of portfolio
-
Assetmark, Inc803KShares$102 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$65.7 Million0.03% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ328KShares$41.7 Million4.5% of portfolio