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

Gitterman Wealth Management, LLC

  • $257 Million
  • Q2 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 172,971 shares of GRID stock, worth $20.5 Million. This represents 7.77% of its overall portfolio holdings.

Number of Shares
172,971
Previous 180,971 4.42%
Holding current value
$20.5 Million
Previous $20.7 Million 3.62%
% of portfolio
7.77%
Previous 8.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
243
Shares Held
6.88M
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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