Principle Wealth Partners LLC First Tr Nasdaq Clean Edge Sma Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Principle Wealth Partners LLC holds 2,555 shares of GRID stock, worth $308,158. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,555
Previous 2,552 0.12%
Holding current value
$308,158
Previous $324,000 6.17%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$119.34 - $127.78 $358 - $383
3 Added 0.12%
2,555 $304,000
Q3 2024

Nov 13, 2024
BUY
$110.06 - $128.44 $880 - $1,027
8 Added 0.31%
2,552 $324,000
Q1 2024

Apr 23, 2024
BUY
$98.77 - $114.86 $98 - $114
1 Added 0.04%
2,544 $291,000
Q4 2023

Feb 05, 2024
BUY
$85.32 - $105.07 $216,968 - $267,193
2,543 New
2,543 $266,000

Others Institutions Holding GRID

# of Institutions
291
Shares Held
9.26M
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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email