Sea Crest Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Sea Crest Wealth Management, LLC

$852 Million
Q1 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 7,318 shares of GRID stock, worth $1.01 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,318

Previous 13,131 44.27%

Holding current value

$1.01 Million

Previous $1.57 Million 46.71%

% of portfolio

0.1%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$113.13 - $127.79 $657,624 - $742,843	-5,813 Reduced 44.27%	7,318 $835,000
Q4 2024 Jan 14, 2025	BUY	$119.34 - $127.78 $242,498 - $259,648	2,032 Added 18.31%	13,131 $1.57 Million
Q3 2024 Oct 16, 2024	BUY	$110.06 - $128.44 $1.22 Million - $1.43 Million	11,099 New	11,099 $1.41 Million
Q2 2019 Jul 19, 2019	SELL	$43.3 - $48.31 $10,825 - $12,077	-250 Closed	0 $0
Q4 2018 Feb 13, 2019	SELL	$37.28 - $47.73 $55,770 - $71,404	-1,496 Reduced 85.68%	250 $10,000
Q1 2018 Apr 20, 2018	BUY	$48.46 - $53.53 $84,611 - $93,463	1,746 New	1,746 $87,000

Others Institutions Holding GRID

# of Institutions

318

Shares Held

11M

Call Options Held

400

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

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Sea Crest Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History