Atria Wealth Solutions, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,695 shares of GRID stock, worth $1.17 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,695
Previous 7,749 0.7%
Holding current value
$1.17 Million
Previous $876,000 22.03%
% of portfolio
0.03%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$101.69 - $139.02 $5,491 - $7,507
-54 Reduced 0.7%
7,695 $1.07 Million
Q1 2025

May 09, 2025
SELL
$113.13 - $127.79 $458,742 - $518,188
-4,055 Reduced 34.35%
7,749 $876,000
Q4 2024

Jan 31, 2025
BUY
$119.34 - $127.78 $587,510 - $629,060
4,923 Added 71.54%
11,804 $1.41 Million
Q3 2024

Nov 08, 2024
BUY
$110.06 - $128.44 $476,119 - $555,631
4,326 Added 169.32%
6,881 $875,000
Q2 2024

Jul 22, 2024
BUY
$109.73 - $121.69 $280,360 - $310,917
2,555 New
2,555 $295,000
Q3 2023

Nov 08, 2023
BUY
$93.06 - $107.86 $48,112 - $55,763
517 Added 24.92%
2,592 $243,000
Q2 2023

Aug 03, 2023
SELL
$94.41 - $105.64 $130,946 - $146,522
-1,387 Reduced 40.06%
2,075 $218,000
Q1 2023

Aug 22, 2023
BUY
$87.19 - $97.66 $246,922 - $276,573
2,832 Added 136.48%
4,907 $479,000
Q1 2023

Jun 14, 2023
SELL
$87.19 - $97.66 $125,989 - $141,118
-1,445 Reduced 29.45%
3,462 $338,000
Q1 2023

May 10, 2023
BUY
$87.19 - $97.66 $125,989 - $141,118
1,445 Added 41.74%
4,907 $479,000
Q4 2022

Aug 30, 2023
BUY
$73.72 - $93.58 $102,249 - $129,795
1,387 Added 66.84%
3,462 $302,000
Q4 2022

Feb 13, 2023
SELL
$73.72 - $93.58 $22,337 - $28,354
-303 Reduced 8.05%
3,462 $302,000
Q3 2022

Feb 13, 2023
SELL
$75.24 - $92.07 $252,053 - $308,434
-3,350 Reduced 47.08%
3,765 $292,000
Q3 2022

Nov 14, 2022
BUY
$75.24 - $92.07 $194,645 - $238,185
2,587 Added 57.13%
7,115 $545,000
Q2 2022

Aug 15, 2022
SELL
$76.95 - $95.23 $634,144 - $784,790
-8,241 Reduced 64.54%
4,528 $351,000
Q1 2022

May 16, 2022
BUY
$83.69 - $103.52 $1.07 Million - $1.32 Million
12,769 New
12,769 $1.2 Million

Others Institutions Holding GRID

# of Institutions
333
Shares Held
11.3M
Call Options Held
4.2K
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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