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

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q1 2025

A detailed history of Tcfg Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 27,032 shares of GRID stock, worth $3.21 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares
27,032
Previous 22,587 19.68%
Holding current value
$3.21 Million
Previous $2.7 Billion 13.45%
% of portfolio
1.54%
Previous 1.36%

Shares

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

Apr 16, 2025
BUY
$113.13 - $127.79 $502,862 - $568,026
4,445 Added 19.68%
27,032 $3.06 Billion
Q4 2024

Jan 30, 2025
BUY
$119.34 - $127.78 $159,199 - $170,458
1,334 Added 6.28%
22,587 $2.7 Billion
Q3 2024

Oct 15, 2024
BUY
$110.06 - $128.44 $2.34 Million - $2.73 Million
21,253 New
21,253 $2.7 Billion

Others Institutions Holding GRID

# of Institutions
312
Shares Held
10.4M
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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