Steward Partners Investment Advisory, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 16,122 shares of GRID stock, worth $1.92 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,122
Previous 10,728 50.28%
Holding current value
$1.92 Million
Previous $1.37 Million 40.88%
% of portfolio
0.02%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$119.34 - $127.78 $643,719 - $689,245
5,394 Added 50.28%
16,122 $1.92 Million
Q3 2024

Nov 14, 2024
BUY
$110.06 - $128.44 $639,338 - $746,107
5,809 Added 118.09%
10,728 $1.37 Million
Q2 2024

Aug 08, 2024
SELL
$109.73 - $121.69 $62,107 - $68,876
-566 Reduced 10.32%
4,919 $568,000
Q1 2024

May 15, 2024
BUY
$98.77 - $114.86 $52,940 - $61,564
536 Added 10.83%
5,485 $628,000
Q4 2023

Feb 12, 2024
BUY
$85.32 - $105.07 $142,569 - $175,571
1,671 Added 50.98%
4,949 $518,000
Q3 2023

Nov 13, 2023
BUY
$93.06 - $107.86 $149,361 - $173,115
1,605 Added 95.94%
3,278 $307,000
Q2 2023

Aug 14, 2023
BUY
$94.41 - $105.64 $17,654 - $19,754
187 Added 12.58%
1,673 $175,000
Q1 2023

May 15, 2023
BUY
$87.19 - $97.66 $5,144 - $5,761
59 Added 4.13%
1,486 $145,000
Q4 2022

Feb 15, 2023
BUY
$73.72 - $93.58 $9,583 - $12,165
130 Added 10.02%
1,427 $124,000
Q3 2022

Nov 10, 2022
BUY
$75.24 - $92.07 $2,407 - $2,946
32 Added 2.53%
1,297 $98,000
Q2 2022

Aug 04, 2022
BUY
$76.95 - $95.23 $8,387 - $10,380
109 Added 9.43%
1,265 $98,000
Q1 2022

May 02, 2022
BUY
$83.69 - $103.52 $27,031 - $33,436
323 Added 38.78%
1,156 $109,000
Q4 2021

Feb 08, 2022
BUY
$92.42 - $105.89 $9,611 - $11,012
104 Added 14.27%
833 $86,000
Q3 2021

Nov 12, 2021
SELL
$90.04 - $100.03 $15,306 - $17,005
-170 Reduced 18.91%
729 $68,000
Q2 2021

Aug 13, 2021
SELL
$84.93 - $93.04 $710,524 - $778,372
-8,366 Reduced 90.3%
899 $83,000
Q1 2021

May 14, 2021
BUY
$80.63 - $88.15 $747,036 - $816,709
9,265 New
9,265 $799,000

Others Institutions Holding GRID

# of Institutions
303
Shares Held
10.5M
Call Options Held
0
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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