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

Moran Wealth Management, LLC

  • $3.16 Billion
  • Q3 2025

A detailed history of Moran Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Moran Wealth Management, LLC holds 5,317 shares of GRID stock, worth $822,699. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,317
Previous 3,000 77.23%
Holding current value
$822,699
Previous $417,000 92.57%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Oct 23, 2025
BUY
$138.08 - $151.2 $319,931 - $350,330
2,317 Added 77.23%
5,317 $803,000
Q2 2025

Jul 28, 2025
BUY
$101.69 - $139.02 $305,070 - $417,060
3,000 New
3,000 $417,000

Others Institutions Holding GRID

# of Institutions
360
Shares Held
12.8M
Call Options Held
4.6K
Put Options Held
800
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 Moran Wealth Management, LLC Portfolio

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

News

Stay updated on Moran Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email