Heritage Oak Wealth Advisors LLC First Tr Nasdaq Clean Edge Sma Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 8,609 shares of GRID stock, worth $1.02 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
8,609
Holding current value
$1.02 Million
% of portfolio
0.43%

Shares

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

Apr 28, 2025
BUY
$113.13 - $127.79 $973,936 - $1.1 Million
8,609 New
8,609 $974 Million

Others Institutions Holding GRID

# of Institutions
312
Shares Held
10.4M
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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