Strategic Financial Concepts, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
Shares
1 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
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Bank Of America Corp Charlotte, NC823KShares$105 Million0.01% of portfolio
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Assetmark, Inc803KShares$102 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC516KShares$65.7 Million0.03% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ328KShares$41.7 Million4.5% of portfolio