Srs Capital Advisors, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Srs Capital Advisors, Inc.

$1.07 Billion
Q3 2024

A detailed history of Srs Capital Advisors, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 6,428 shares of GRID stock, worth $800,157. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,428

Previous 5,627 14.23%

Holding current value

$800,157

Previous $650,000 25.69%

% of portfolio

0.08%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$110.06 - $128.44 $88,158 - $102,880	801 Added 14.23%	6,428 $817,000
Q2 2024 Aug 06, 2024	BUY	$109.73 - $121.69 $47,842 - $53,056	436 Added 8.4%	5,627 $650,000
Q1 2024 May 14, 2024	BUY	$98.77 - $114.86 $238,924 - $277,846	2,419 Added 87.27%	5,191 $594,000
Q4 2023 Feb 06, 2024	BUY	$85.32 - $105.07 $170,042 - $209,404	1,993 Added 255.84%	2,772 $290,000
Q3 2023 Nov 14, 2023	BUY	$93.06 - $107.86 $21,496 - $24,915	231 Added 42.15%	779 $73,000
Q2 2023 Aug 14, 2023	BUY	$94.41 - $105.64 $12,367 - $13,838	131 Added 31.41%	548 $57,000
Q1 2023 May 16, 2023	BUY	$87.19 - $97.66 $32,957 - $36,915	378 Added 969.23%	417 $40,000
Q3 2022 Nov 03, 2022	BUY	$75.24 - $92.07 $2,934 - $3,590	39 New	39 $3,000

Others Institutions Holding GRID

# of Institutions

273

Shares Held

8.96M

Call Options Held

Put Options Held

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Srs Capital Advisors, Inc. First Tr Nasdaq Clean Edge Sma Transaction History