A detailed history of United Advisor Group, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, United Advisor Group, LLC holds 4,994 shares of GRID stock, worth $625,348. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,994
Previous 4,079 22.43%
Holding current value
$625,348
Previous $471,000 34.82%
% of portfolio
0.15%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$110.06 - $128.44 $100,704 - $117,522
915 Added 22.43%
4,994 $635,000
Q2 2024

Aug 08, 2024

BUY
$109.73 - $121.69 $14,813 - $16,428
135 Added 3.42%
4,079 $471,000
Q1 2024

May 14, 2024

BUY
$98.77 - $114.86 $389,548 - $453,007
3,944 New
3,944 $452,000

Others Institutions Holding GRID

About FIRST TR NASDAQ CLEAN EDGE SMA


  • Ticker GRID
  • Sector ETFs
  • Industry ETFs
More about GRID
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.