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

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,252 shares of GRID stock, worth $533,455. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,252
Previous 3,470 22.54%
Holding current value
$533,455
Previous $401,000 34.91%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$110.06 - $128.44 $86,066 - $100,440
782 Added 22.54%
4,252 $541,000
Q2 2024

Aug 14, 2024
BUY
$109.73 - $121.69 $52,780 - $58,532
481 Added 16.09%
3,470 $401,000
Q1 2024

May 15, 2024
SELL
$98.77 - $114.86 $59,360 - $69,030
-601 Reduced 16.74%
2,989 $342,000
Q4 2023

Feb 14, 2024
SELL
$85.32 - $105.07 $761,139 - $937,329
-8,921 Reduced 71.31%
3,590 $375,000
Q3 2023

Nov 14, 2023
BUY
$93.06 - $107.86 $44,575 - $51,664
479 Added 3.98%
12,511 $1.17 Million
Q2 2023

Aug 14, 2023
BUY
$94.41 - $105.64 $27,945 - $31,269
296 Added 2.52%
12,032 $1.26 Million
Q1 2023

May 15, 2023
SELL
$87.19 - $97.66 $5.02 Million - $5.63 Million
-57,600 Reduced 83.07%
11,736 $1.15 Million
Q4 2022

Feb 14, 2023
BUY
$73.72 - $93.58 $3.97 Million - $5.04 Million
53,834 Added 347.27%
69,336 $6.05 Million
Q3 2022

Nov 22, 2022
BUY
$75.24 - $92.07 $34,911 - $42,720
464 Added 3.09%
15,502 $1.17 Million
Q2 2022

Aug 15, 2022
SELL
$76.95 - $95.23 $1,539 - $1,904
-20 Reduced 0.13%
15,038 $1.17 Million
Q1 2022

May 16, 2022
BUY
$83.69 - $103.52 $174,326 - $215,632
2,083 Added 16.05%
15,058 $1.42 Million
Q4 2021

Feb 14, 2022
SELL
$92.42 - $105.89 $21,626 - $24,778
-234 Reduced 1.77%
12,975 $1.33 Million
Q3 2021

Nov 15, 2021
BUY
$90.04 - $100.03 $368,353 - $409,222
4,091 Added 44.87%
13,209 $1.22 Million
Q2 2021

Aug 16, 2021
BUY
$84.93 - $93.04 $164,594 - $180,311
1,938 Added 26.99%
9,118 $844,000
Q1 2021

May 18, 2021
BUY
$80.63 - $88.15 $578,923 - $632,917
7,180 New
7,180 $620,000

Others Institutions Holding GRID

# of Institutions
273
Shares Held
8.96M
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 Iht Wealth Management, LLC Portfolio

Follow Iht 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email