Tcfg Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Tcfg Wealth Management, LLC
- $199 Billion
- Q4 2024
A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 22,587 shares of GRID stock, worth $2.78 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
22,587
Previous 21,253
6.28%
Holding current value
$2.78 Million
Previous $2.7 Billion
0.33%
% of portfolio
1.36%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
301Shares Held
10MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$162 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$103 Million0.01% of portfolio
-
Assetmark, Inc763KShares$93.7 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$82.8 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$48.3 Million0.01% of portfolio