Legacy Wealth Managment, Llc/Id First Tr Nasdaq Clean Edge Sma Transaction History

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 2,577 shares of GRID stock, worth $294,164. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,577
Previous 1,133 127.45%
Holding current value
$294,164
Previous $144,000 113.19%
% of portfolio
0.22%
Previous 0.1%

Shares

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

Feb 13, 2025
BUY
$119.34 - $127.78 $172,326 - $184,514
1,444 Added 127.45%
2,577 $307,000
Q3 2024

Nov 15, 2024
BUY
$110.06 - $128.44 $124,697 - $145,522
1,133 New
1,133 $144,000

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 Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id 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 Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email