Aprio Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 92,142 shares of GRID stock, worth $11.7 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
92,142
Previous 75,258 22.43%
Holding current value
$11.7 Million
Previous $9.58 Million 14.83%
% of portfolio
1.74%
Previous 1.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$119.34 - $127.78 $2.01 Million - $2.16 Million
16,884 Added 22.43%
92,142 $11 Million
Q3 2024

Oct 07, 2024
BUY
$110.06 - $128.44 $2.34 Million - $2.73 Million
21,241 Added 39.32%
75,258 $9.58 Million
Q2 2024

Jul 10, 2024
BUY
$109.73 - $121.69 $5.69 Million - $6.31 Million
51,827 Added 2366.53%
54,017 $6.24 Million
Q1 2024

Apr 10, 2024
BUY
$98.77 - $114.86 $23,803 - $27,681
241 Added 12.37%
2,190 $250,000
Q4 2023

Jan 17, 2024
BUY
$85.32 - $105.07 $166,288 - $204,781
1,949 New
1,949 $204,000

Others Institutions Holding GRID

# of Institutions
281
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

GRID Quotes by TradingView
  • Ticker GRID
  • Sector ETFs
  • Industry ETFs
More about GRID
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