Gitterman Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Gitterman Wealth Management, LLC

  • $238 Million
  • Q3 2024

A detailed history of Gitterman Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 227,335 shares of GRID stock, worth $28.5 Million. This represents 12.17% of its overall portfolio holdings.

Number of Shares
227,335
Previous 172,971 31.43%
Holding current value
$28.5 Million
Previous $20 Million 44.71%
% of portfolio
12.17%
Previous 7.77%

Shares

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

Nov 13, 2024
BUY
$110.06 - $128.44 $5.98 Million - $6.98 Million
54,364 Added 31.43%
227,335 $28.9 Million
Q2 2024

Aug 12, 2024
SELL
$109.73 - $121.69 $877,840 - $973,520
-8,000 Reduced 4.42%
172,971 $20 Million
Q1 2024

May 08, 2024
BUY
$98.77 - $114.86 $17.9 Million - $20.8 Million
180,971 New
180,971 $20.7 Million

Others Institutions Holding GRID

# of Institutions
273
Shares Held
8.96M
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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