Bogart Wealth, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Bogart Wealth, LLC holds 24,123 shares of GRID stock, worth $2.91 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
24,123
Previous 22,944 5.14%
Holding current value
$2.91 Million
Previous $2.92 Million 1.4%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 29, 2025
BUY
$119.34 - $127.78 $140,701 - $150,652
1,179 Added 5.14%
24,123 $2.88 Million
Q3 2024

Oct 22, 2024
BUY
$110.06 - $128.44 $148,691 - $173,522
1,351 Added 6.26%
22,944 $2.92 Million
Q2 2024

Jul 31, 2024
BUY
$109.73 - $121.69 $2.37 Million - $2.63 Million
21,593 New
21,593 $2.5 Million

Others Institutions Holding GRID

# of Institutions
290
Shares Held
16.1M
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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