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

Outlook Wealth Advisors, LLC

  • $289 Million
  • Q4 2024

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 4,011 shares of GRID stock, worth $492,831. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,011
Previous 4,313 7.0%
Holding current value
$492,831
Previous $548,000 12.77%
% of portfolio
0.17%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
277
Shares Held
8.54M
Call Options Held
0
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
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, 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 Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email