Transform Wealth, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Transform Wealth, LLC
- $1.75 Billion
- Q4 2024
A detailed history of Transform Wealth, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Transform Wealth, LLC holds 8,533 shares of GRID stock, worth $1.03 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,533Holding current value
$1.03 Million% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
295Shares Held
9.68MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$107 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.4 Million0.01% of portfolio
-
Assetmark, Inc763KShares$92.1 Million0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC673KShares$81.3 Million0.03% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ328KShares$39.6 Million4.5% of portfolio