Great Valley Advisor Group, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 14,554 shares of GRID stock, worth $2.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,554
Previous 14,526 0.19%
Holding current value
$2.25 Million
Previous $1.64 Million 23.13%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$101.69 - $139.02 $2,847 - $3,892
28 Added 0.19%
14,554 $2.02 Million
Q1 2025

May 08, 2025
SELL
$113.13 - $127.79 $368,125 - $415,828
-3,254 Reduced 18.3%
14,526 $1.64 Million
Q4 2024

Feb 24, 2025
SELL
$119.34 - $127.78 $2,864 - $3,066
-24 Reduced 0.13%
17,780 $2.12 Million
Q3 2024

Nov 12, 2024
BUY
$110.06 - $128.44 $18,159 - $21,192
165 Added 0.94%
17,804 $2.27 Million
Q2 2024

Jul 16, 2024
BUY
$109.73 - $121.69 $168,435 - $186,794
1,535 Added 9.53%
17,639 $2.04 Million
Q1 2024

May 03, 2024
SELL
$98.77 - $114.86 $35,359 - $41,119
-358 Reduced 2.17%
16,104 $1.85 Million
Q4 2023

Feb 05, 2024
SELL
$85.32 - $105.07 $458,680 - $564,856
-5,376 Reduced 24.62%
16,462 $1.72 Million
Q3 2023

Nov 06, 2023
SELL
$93.06 - $107.86 $92,315 - $106,997
-992 Reduced 4.35%
21,838 $2.05 Million
Q2 2023

Aug 10, 2023
BUY
$94.41 - $105.64 $2.16 Million - $2.41 Million
22,830 New
22,830 $2.4 Million
Q2 2022

Jul 19, 2022
SELL
$76.95 - $95.23 $174,060 - $215,410
-2,262 Closed
0 $0
Q1 2022

Apr 20, 2022
SELL
$83.69 - $103.52 $4,268 - $5,279
-51 Reduced 2.2%
2,262 $214,000
Q4 2021

Feb 10, 2022
BUY
$92.42 - $105.89 $213,767 - $244,923
2,313 New
2,313 $236,000

Others Institutions Holding GRID

# of Institutions
335
Shares Held
11.4M
Call Options Held
4.2K
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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