Outlook Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Outlook Wealth Advisors, LLC

$322 Million
Q2 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 4,768 shares of GRID stock, worth $682,920. This represents 0.21% of its overall portfolio holdings.

Number of Shares

4,768

Previous 4,776 0.17%

Holding current value

$682,920

Previous $545,000 21.47%

% of portfolio

0.21%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$101.69 - $139.02 $813 - $1,112	-8 Reduced 0.17%	4,768 $662,000
Q1 2025 Apr 14, 2025	BUY	$113.13 - $127.79 $86,544 - $97,759	765 Added 19.07%	4,776 $545,000
Q4 2024 Jan 14, 2025	SELL	$119.34 - $127.78 $36,040 - $38,589	-302 Reduced 7.0%	4,011 $478,000
Q3 2024 Oct 23, 2024	BUY	$110.06 - $128.44 $5,613 - $6,550	51 Added 1.2%	4,313 $548,000
Q2 2024 Jul 18, 2024	SELL	$109.73 - $121.69 $8,339 - $9,248	-76 Reduced 1.75%	4,262 $492,000
Q1 2024 Apr 22, 2024	BUY	$98.77 - $114.86 $15,803 - $18,377	160 Added 3.83%	4,338 $497,000
Q4 2023 Jan 29, 2024	SELL	$85.32 - $105.07 $24,998 - $30,785	-293 Reduced 6.55%	4,178 $437,000
Q3 2023 Oct 10, 2023	BUY	$93.06 - $107.86 $416,071 - $482,242	4,471 New	4,471 $419,000

Others Institutions Holding GRID

# of Institutions

337

Shares Held

11.1M

Call Options Held

2.5K

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Account

Outlook Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History