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

Gitterman Wealth Management, LLC

$325 Million
Q1 2025

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 244,088 shares of GRID stock, worth $35.3 Million. This represents 8.51% of its overall portfolio holdings.

Number of Shares

244,088

Previous 228,460 6.84%

Holding current value

$35.3 Million

Previous $27.3 Million 1.28%

% of portfolio

8.51%

Previous 11.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$113.13 - $127.79 $1.77 Million - $2 Million	15,628 Added 6.84%	244,088 $27.6 Million
Q4 2024 Feb 10, 2025	BUY	$119.34 - $127.78 $134,257 - $143,752	1,125 Added 0.49%	228,460 $27.3 Million
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

328

Shares Held

11.1M

Call Options Held

400

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

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