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

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 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 7,600 shares of GRID stock, worth $987,468. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,600
Previous 7,600 -0.0%
Holding current value
$987,468
Previous $860 Million 99.9%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
317
Shares Held
11M
Call Options Held
400
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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