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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,968 shares of GRID stock, worth $1.66 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,968
Previous 14,259 2.04%
Holding current value
$1.66 Million
Previous $1.81 Million 8.16%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 28, 2025
SELL
$119.34 - $127.78 $34,727 - $37,183
-291 Reduced 2.04%
13,968 $1.67 Million
Q3 2024

Nov 12, 2024
BUY
$110.06 - $128.44 $38,410 - $44,825
349 Added 2.51%
14,259 $1.81 Million
Q2 2024

Aug 14, 2024
BUY
$109.73 - $121.69 $109,071 - $120,959
994 Added 7.7%
13,910 $1.61 Million
Q1 2024

May 09, 2024
BUY
$98.77 - $114.86 $101,733 - $118,305
1,030 Added 8.67%
12,916 $1.48 Million
Q4 2023

Feb 08, 2024
BUY
$85.32 - $105.07 $63,478 - $78,172
744 Added 6.68%
11,886 $1.24 Million
Q3 2023

Nov 07, 2023
BUY
$93.06 - $107.86 $250,331 - $290,143
2,690 Added 31.83%
11,142 $1.05 Million
Q2 2023

Aug 10, 2023
BUY
$94.41 - $105.64 $42,767 - $47,854
453 Added 5.66%
8,452 $888,000
Q1 2023

May 15, 2023
BUY
$87.19 - $97.66 $64,346 - $72,073
738 Added 10.16%
7,999 $781,000
Q4 2022

Feb 13, 2023
SELL
$73.72 - $93.58 $12,606 - $16,002
-171 Reduced 2.3%
7,261 $633,000
Q3 2022

Nov 14, 2022
SELL
$75.24 - $92.07 $26,258 - $32,132
-349 Reduced 4.49%
7,432 $559,000
Q2 2022

Aug 16, 2022
SELL
$76.95 - $95.23 $135,047 - $167,128
-1,755 Reduced 18.4%
7,781 $603,000
Q1 2022

Feb 08, 2024
SELL
$83.69 - $103.52 $194,160 - $240,166
-2,320 Reduced 19.52%
9,566 $899,000
Q4 2021

Feb 17, 2022
BUY
$92.42 - $105.89 $56,098 - $64,275
607 Added 6.8%
9,536 $979,000
Q3 2021

Dec 03, 2021
BUY
$90.04 - $100.03 $16,657 - $18,505
185 Added 2.12%
8,929 $827,000
Q2 2021

Aug 17, 2021
SELL
$84.93 - $93.04 $13,503 - $14,793
-159 Reduced 1.79%
8,744 $814,000
Q1 2021

May 24, 2021
BUY
$80.63 - $88.15 $717,848 - $784,799
8,903 New
8,903 $775,000

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
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