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

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 2,837 shares of GRID stock, worth $334,709. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,837
Previous 2,134 32.94%
Holding current value
$334,709
Previous $271,000 24.72%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$119.34 - $127.78 $83,896 - $89,829
703 Added 32.94%
2,837 $338,000
Q3 2024

Oct 15, 2024
BUY
$110.06 - $128.44 $234,868 - $274,090
2,134 New
2,134 $271,000

Others Institutions Holding GRID

# of Institutions
303
Shares Held
10.5M
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 Kfg Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email