Proactive Wealth Strategies LLC First Tr Nasdaq Clean Edge Sma Transaction History

Proactive Wealth Strategies LLC

  • $188 Million
  • Q1 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 5,076 shares of GRID stock, worth $725,817. This represents 0.31% of its overall portfolio holdings.

Number of Shares
5,076
Previous 5,140 1.25%
Holding current value
$725,817
Previous $613,000 6.36%
% of portfolio
0.31%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$113.13 - $127.79 $7,240 - $8,178
-64 Reduced 1.25%
5,076 $574,000
Q4 2024

Jan 31, 2025
BUY
$119.34 - $127.78 $7,279 - $7,794
61 Added 1.2%
5,140 $613,000
Q3 2024

Nov 04, 2024
BUY
$110.06 - $128.44 $558,994 - $652,346
5,079 New
5,079 $646,000

Others Institutions Holding GRID

# of Institutions
330
Shares Held
11.1M
Call Options Held
400
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
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