Creative Planning First Tr Nasdaq Clean Edge Sma Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Creative Planning holds 2,190 shares of GRID stock, worth $334,434. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,190
Previous 2,128 2.91%
Holding current value
$334,434
Previous $295,000 11.86%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$138.08 - $151.2 $8,560 - $9,374
62 Added 2.91%
2,190 $330,000
Q2 2025

Aug 08, 2025
BUY
$101.69 - $139.02 $8,847 - $12,094
87 Added 4.26%
2,128 $295,000
Q1 2025

May 15, 2025
SELL
$113.13 - $127.79 $9,276 - $10,478
-82 Reduced 3.86%
2,041 $230,000
Q4 2024

Feb 14, 2025
BUY
$119.34 - $127.78 $45,587 - $48,811
382 Added 21.94%
2,123 $253,000
Q3 2024

Oct 11, 2024
SELL
$110.06 - $128.44 $47,986 - $55,999
-436 Reduced 20.03%
1,741 $221,000
Q2 2024

Aug 15, 2024
BUY
$109.73 - $121.69 $37,747 - $41,861
344 Added 18.77%
2,177 $251,000
Q1 2024

May 10, 2024
BUY
$98.77 - $114.86 $181,045 - $210,538
1,833 New
1,833 $210,000
Q3 2023

Nov 16, 2023
BUY
$93.06 - $107.86 $12,656 - $14,668
136 Added 5.53%
2,597 $243,000
Q2 2023

Jul 21, 2023
BUY
$94.41 - $105.64 $232,343 - $259,980
2,461 New
2,461 $258,000
Q4 2022

Feb 10, 2023
BUY
$73.72 - $93.58 $177,001 - $224,685
2,401 New
2,401 $209,000
Q2 2022

Aug 15, 2022
SELL
$76.95 - $95.23 $182,679 - $226,076
-2,374 Closed
0 $0
Q4 2021

Feb 11, 2022
SELL
$92.42 - $105.89 $11,460 - $13,130
-124 Reduced 4.96%
2,374 $244,000
Q3 2021

Nov 10, 2021
BUY
$90.04 - $100.03 $224,919 - $249,874
2,498 New
2,498 $231,000

Others Institutions Holding GRID

# of Institutions
395
Shares Held
15.6M
Call Options Held
9K
Put Options Held
5.9K
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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