Ifp Advisors, Inc First Tr Nasdaq Clean Edge Sma Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Ifp Advisors, Inc holds 8,424 shares of GRID stock, worth $1.05 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,424

Previous 7,525 11.95%

Holding current value

$1.05 Million

Previous $862,000 12.88%

% of portfolio

0.04%

Previous 0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$109.73 - $121.69 $98,647 - $109,399	899 Added 11.95%	8,424 $973,000
Q1 2024 Jul 30, 2024	BUY	$98.77 - $114.86 $563,482 - $655,276	5,705 Added 313.46%	7,525 $862,000
Q4 2023 Jan 09, 2024	SELL	$85.32 - $105.07 $35,151 - $43,288	-412 Reduced 18.46%	1,820 $190,000
Q3 2023 Oct 12, 2023	BUY	$93.06 - $107.86 $23,451 - $27,180	252 Added 12.73%	2,232 $209,000
Q2 2023 Aug 04, 2023	BUY	$94.41 - $105.64 $44,561 - $49,862	472 Added 31.3%	1,980 $208,000
Q1 2023 Apr 18, 2023	SELL	$87.19 - $97.66 $30,516 - $34,181	-350 Reduced 18.84%	1,508 $147,000
Q4 2022 Feb 07, 2023	SELL	$73.72 - $93.58 $47,180 - $59,891	-640 Reduced 25.62%	1,858 $98,000
Q3 2022 Nov 08, 2022	BUY	$75.24 - $92.07 $75 - $92	1 Added 0.04%	2,498 $138,000
Q2 2022 Sep 06, 2022	BUY	$76.95 - $95.23 $180,370 - $223,219	2,344 Added 1532.03%	2,497 $138,000
Q2 2022 Aug 12, 2022	SELL	$76.95 - $95.23 $180,370 - $223,219	-2,344 Reduced 93.87%	153 $8,000
Q1 2022 Sep 06, 2022	BUY	$83.69 - $103.52 $13,557 - $16,770	162 Added 6.94%	2,497 $234,000
Q1 2022 Aug 08, 2022	BUY	$83.69 - $103.52 $17,993 - $22,256	215 Added 10.14%	2,335 $219,000
Q4 2021 Jan 12, 2022	BUY	$92.42 - $105.89 $49,721 - $56,968	538 Added 34.01%	2,120 $221,000
Q3 2021 Oct 06, 2021	BUY	$90.04 - $100.03 $80,585 - $89,526	895 Added 130.28%	1,582 $150,000
Q2 2021 Jul 13, 2021	BUY	$84.93 - $93.04 $25,903 - $28,377	305 Added 79.84%	687 $64,000
Q1 2021 Apr 30, 2021	BUY	$80.63 - $88.15 $18,948 - $20,715	235 Added 159.86%	382 $33,000
Q4 2020 Jan 25, 2021	BUY	$63.82 - $81.0 $9,381 - $11,907	147 New	147 $12,000
Q3 2020 Oct 29, 2020	BUY	$54.6 - $65.43 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$39.94 - $57.81 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	SELL	$36.62 - $61.61 $13,988 - $23,535	-382 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$47.38 - $55.28 $18,099 - $21,116	382 New	382 $22,000
Q3 2019 Nov 07, 2019	BUY	$45.88 - $50.68 $0 - $0	0 New	0 $0

Others Institutions Holding GRID

# of Institutions

273

Shares Held

8.96M

Call Options Held

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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