Sound Financial Strategies Group, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Sound Financial Strategies Group, LLC

  • $128 Million
  • Q3 2025

A detailed history of Sound Financial Strategies Group, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 8,968 shares of GRID stock, worth $1.37 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
8,968
Previous 10,714 16.3%
Holding current value
$1.37 Million
Previous $1.49 Million 9.07%
% of portfolio
1.06%
Previous 1.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$138.08 - $151.2 $241,087 - $263,995
-1,746 Reduced 16.3%
8,968 $1.35 Million
Q2 2025

Aug 06, 2025
SELL
$101.69 - $139.02 $42,608 - $58,249
-419 Reduced 3.76%
10,714 $1.49 Million
Q1 2025

May 09, 2025
BUY
$113.13 - $127.79 $1.26 Million - $1.42 Million
11,133 New
11,133 $1.26 Million

Others Institutions Holding GRID

# of Institutions
396
Shares Held
15.6M
Call Options Held
9K
Put Options Held
5.9K
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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