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

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025

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 2,458 shares of GRID stock, worth $380,326. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,458
Previous 2,555 3.8%
Holding current value
$380,326
Previous $289,000 17.99%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$101.69 - $139.02 $9,863 - $13,484
-97 Reduced 3.8%
2,458 $341,000
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
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
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