Mascoma Wealth Management LLC First Tr Nasdaq Clean Edge Sma Transaction History

Mascoma Wealth Management LLC

  • $437 Million
  • Q3 2025

A detailed history of Mascoma Wealth Management LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 99 shares of GRID stock, worth $15,118. This represents 0.0% of its overall portfolio holdings.

Number of Shares
99
Previous 288 65.63%
Holding current value
$15,118
Previous $40,000 65.0%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
$138.08 - $151.2 $26,097 - $28,576
-189 Reduced 65.63%
99 $14,000
Q2 2023

Aug 09, 2023
SELL
$94.41 - $105.64 $47,771 - $53,453
-506 Reduced 63.73%
288 $30,000
Q1 2023

May 01, 2023
BUY
$87.19 - $97.66 $3,313 - $3,711
38 Added 5.03%
794 $77,000
Q4 2022

Jan 24, 2023
BUY
$73.72 - $93.58 $18,430 - $23,395
250 Added 49.41%
756 $0
Q1 2022

Apr 25, 2022
BUY
$83.69 - $103.52 $39,920 - $49,379
477 Added 1644.83%
506 $48,000
Q4 2021

Jan 21, 2022
BUY
$92.42 - $105.89 $2,680 - $3,070
29 New
29 $2,000

Others Institutions Holding GRID

# of Institutions
395
Shares Held
15.6M
Call Options Held
9K
Put Options Held
5.9K
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 Mascoma Wealth Management LLC Portfolio

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

News

Stay updated on Mascoma Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email