Clarus Wealth Advisors First Tr Nasdaq Clean Edge Sma Transaction History

Clarus Wealth Advisors

  • $196 Million
  • Q3 2024

A detailed history of Clarus Wealth Advisors transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Clarus Wealth Advisors holds 3,154 shares of GRID stock, worth $380,183. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,154
Previous 3,172 0.57%
Holding current value
$380,183
Previous $366,000 9.56%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 08, 2024
SELL
$110.06 - $128.44 $1,981 - $2,311
-18 Reduced 0.57%
3,154 $401,000
Q2 2024

Jul 11, 2024
SELL
$109.73 - $121.69 $42,246 - $46,850
-385 Reduced 10.82%
3,172 $366,000
Q1 2024

Apr 11, 2024
BUY
$98.77 - $114.86 $2,765 - $3,216
28 Added 0.79%
3,557 $407,000
Q4 2023

Jan 22, 2024
BUY
$85.32 - $105.07 $4,863 - $5,988
57 Added 1.64%
3,529 $369,000
Q2 2023

Jul 10, 2023
SELL
$94.41 - $105.64 $32,288 - $36,128
-342 Reduced 8.97%
3,472 $364,000
Q1 2023

Apr 10, 2023
SELL
$87.19 - $97.66 $321,905 - $360,560
-3,692 Reduced 49.19%
3,814 $372,000
Q4 2022

Jan 12, 2023
BUY
$73.72 - $93.58 $61,703 - $78,326
837 Added 12.55%
7,506 $0
Q3 2022

Oct 11, 2022
SELL
$75.24 - $92.07 $1,203 - $1,473
-16 Reduced 0.24%
6,669 $500,000
Q2 2022

Jul 13, 2022
BUY
$76.95 - $95.23 $96,957 - $119,989
1,260 Added 23.23%
6,685 $519,000
Q1 2022

Apr 12, 2022
BUY
$83.69 - $103.52 $47,117 - $58,281
563 Added 11.58%
5,425 $488,000
Q4 2021

Jan 13, 2022
SELL
$92.42 - $105.89 $31,145 - $35,684
-337 Reduced 6.48%
4,862 $499,000
Q3 2021

Oct 06, 2021
SELL
$90.04 - $100.03 $6,212 - $6,902
-69 Reduced 1.31%
5,199 $484,000
Q2 2021

Jul 13, 2021
SELL
$84.93 - $93.04 $2,632 - $2,884
-31 Reduced 0.59%
5,268 $499,000
Q1 2021

Apr 12, 2021
BUY
$80.63 - $88.15 $427,258 - $467,106
5,299 New
5,299 $457,000

Others Institutions Holding GRID

# of Institutions
273
Shares Held
8.97M
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
Track This Portfolio

Track Clarus Wealth Advisors Portfolio

Follow Clarus Wealth Advisors 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 Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email