Aveo Capital Partners, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Aveo Capital Partners, LLC

  • $528 Million
  • Q1 2025

A detailed history of Aveo Capital Partners, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 2,648 shares of GRID stock, worth $366,748. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,648
Previous 35,979 92.64%
Holding current value
$366,748
Previous $4.29 Million 93.04%
% of portfolio
0.06%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$113.13 - $127.79 $3.77 Million - $4.26 Million
-33,331 Reduced 92.64%
2,648 $299,000
Q4 2024

Jan 30, 2025
BUY
$119.34 - $127.78 $258,013 - $276,260
2,162 Added 6.39%
35,979 $4.29 Million
Q3 2024

Nov 12, 2024
BUY
$110.06 - $128.44 $132,512 - $154,641
1,204 Added 3.69%
33,817 $4.3 Million
Q2 2024

Aug 02, 2024
BUY
$109.73 - $121.69 $3.58 Million - $3.97 Million
32,613 New
32,613 $3.77 Million
Q3 2023

Nov 06, 2023
BUY
$93.06 - $107.86 $3.5 Million - $4.05 Million
37,582 New
37,582 $3.53 Million

Others Institutions Holding GRID

# of Institutions
318
Shares Held
11M
Call Options Held
400
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
Track This Portfolio

Track Aveo Capital Partners, LLC Portfolio

Follow Aveo Capital Partners, 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 Aveo Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aveo Capital Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email