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

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 2,400 shares of GRID stock, worth $285,264. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,400
Previous 1,817 32.09%
Holding current value
$285,264
Previous $208,000 33.17%
% of portfolio
0.17%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$109.73 - $121.69 $63,972 - $70,945
583 Added 32.09%
2,400 $277,000
Q1 2024

May 14, 2024
BUY
$98.77 - $114.86 $66,175 - $76,956
670 Added 58.41%
1,817 $208,000
Q4 2023

Mar 07, 2024
BUY
$85.32 - $105.07 $97,862 - $120,515
1,147 New
1,147 $120,000
Q2 2023

Aug 11, 2023
SELL
$94.41 - $105.64 $701,466 - $784,905
-7,430 Reduced 80.25%
1,828 $192,000
Q1 2023

May 12, 2023
SELL
$87.19 - $97.66 $38,450 - $43,068
-441 Reduced 4.55%
9,258 $904,000
Q4 2022

Feb 14, 2023
SELL
$73.72 - $93.58 $20,789 - $26,389
-282 Reduced 2.83%
9,699 $846,000
Q3 2022

Nov 10, 2022
BUY
$75.24 - $92.07 $526 - $644
7 Added 0.07%
9,981 $751,000
Q2 2022

Oct 03, 2022
BUY
$76.95 - $95.23 $474,627 - $587,378
6,168 Added 162.06%
9,974 $890,000
Q1 2022

Oct 03, 2022
BUY
$83.69 - $103.52 $318,524 - $393,997
3,806 New
3,806 $335,000

Others Institutions Holding GRID

# of Institutions
286
Shares Held
8.8M
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
Track This Portfolio

Track Ica Group Wealth Management, LLC Portfolio

Follow Ica Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ica Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email