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

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 58,705 shares of GRID stock, worth $9.08 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

58,705

Previous 7,600 672.43%

Holding current value

$9.08 Million

Previous $859,000 850.06%

% of portfolio

0.22%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$101.69 - $139.02 $5.2 Million - $7.1 Million	51,105 Added 672.43%	58,705 $8.16 Million
Q1 2025 May 15, 2025	SELL	$113.13 - $127.79 $33,939 - $38,337	-300 Reduced 3.8%	7,600 $860 Million
Q4 2024 May 30, 2025	SELL	$119.34 - $127.78 $441,558 - $472,786	-3,700 Reduced 48.68%	3,900 $465,000
Q4 2024 May 29, 2025	SELL	$119.34 - $127.78 $441,558 - $472,786	-3,700 Reduced 48.68%	3,900 $465,000
Q4 2024 Feb 11, 2025	BUY	$119.34 - $127.78 $942,786 - $1.01 Million	7,900 New	7,900 $962 Million

Others Institutions Holding GRID

# of Institutions

360

Shares Held

12.8M

Call Options Held

4.6K

Put Options Held

800

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

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