Envestnet Portfolio Solutions, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 1,960 shares of GRID stock, worth $260,150. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,960
Previous 4,340 54.84%
Holding current value
$260,150
Previous $517,000 57.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 21, 2025
SELL
$113.13 - $127.79 $269,249 - $304,140
-2,380 Reduced 54.84%
1,960 $221,000
Q4 2024

Feb 10, 2025
BUY
$119.34 - $127.78 $24,942 - $26,706
209 Added 5.06%
4,340 $517,000
Q3 2024

Oct 31, 2024
BUY
$110.06 - $128.44 $3,521 - $4,110
32 Added 0.78%
4,131 $525,000
Q2 2024

Jul 16, 2024
BUY
$109.73 - $121.69 $449,783 - $498,807
4,099 New
4,099 $473,000
Q3 2023

Nov 13, 2023
BUY
$93.06 - $107.86 $496,940 - $575,972
5,340 New
5,340 $501,000

Others Institutions Holding GRID

# of Institutions
317
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 Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email