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

Legacy Wealth Managment, Llc/Id

  • $120 Million
  • Q2 2025

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 3,747 shares of GRID stock, worth $536,682. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,747
Previous 2,846 31.66%
Holding current value
$536,682
Previous $321,000 61.99%
% of portfolio
0.43%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$101.69 - $139.02 $91,622 - $125,257
901 Added 31.66%
3,747 $520,000
Q1 2025

May 16, 2025
BUY
$113.13 - $127.79 $30,431 - $34,375
269 Added 10.44%
2,846 $321,000
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
337
Shares Held
11.1M
Call Options Held
2.5K
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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