Wealth Enhancement Advisory Services, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,011 shares of GRID stock, worth $620,622. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,011
Previous 4,289 6.48%
Holding current value
$620,622
Previous $485,000 14.85%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$101.69 - $139.02 $28,269 - $38,647
-278 Reduced 6.48%
4,011 $557,000
Q1 2025

Apr 16, 2025
BUY
$113.13 - $127.79 $110,641 - $124,978
978 Added 29.54%
4,289 $485,000
Q4 2024

Mar 17, 2025
BUY
$119.34 - $127.78 $56,209 - $60,184
471 Added 16.58%
3,311 $395,000
Q3 2024

Oct 23, 2024
BUY
$110.06 - $128.44 $312,570 - $364,769
2,840 New
2,840 $361,000

Others Institutions Holding GRID

# of Institutions
349
Shares Held
11.6M
Call Options Held
4.2K
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email