1858 Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

1858 Wealth Management, LLC

$142 Billion
Q3 2025

A detailed history of 1858 Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 18,054 shares of GRID stock, worth $2.76 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

18,054

Previous 14,554 24.05%

Holding current value

$2.76 Million

Previous $2.02 Billion 34.81%

% of portfolio

1.92%

Previous 1.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$138.08 - $151.2 $483,280 - $529,200	3,500 Added 24.05%	18,054 $2.73 Billion
Q2 2025 Jul 25, 2025	BUY	$101.69 - $139.02 $195,448 - $267,196	1,922 Added 15.22%	14,554 $2.02 Billion
Q1 2025 Apr 22, 2025	BUY	$113.13 - $127.79 $25,114 - $28,369	222 Added 1.79%	12,632 $1.43 Billion
Q4 2024 Jan 27, 2025	BUY	$119.34 - $127.78 $532,972 - $570,665	4,466 Added 56.22%	12,410 $1.48 Billion
Q3 2024 Oct 21, 2024	SELL	$110.06 - $128.44 $1,871 - $2,183	-17 Reduced 0.21%	7,944 $1.01 Billion

Q2 2024 Jul 18, 2024	SELL	$109.73 - $121.69 $548 - $608	-5 Reduced 0.06%	7,961 $920 Million
Q4 2023 Feb 13, 2024	BUY	$85.32 - $105.07 $679,659 - $836,987	7,966 New	7,966 $834 Million

Others Institutions Holding GRID

# of Institutions

395

Shares Held

15.6M

Call Options Held

Put Options Held

5.9K

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

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1858 Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History