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

Kfg Wealth Management, LLC

  • $472 Million
  • Q3 2025

A detailed history of Kfg Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 3,693 shares of GRID stock, worth $563,958. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,693
Previous 3,284 12.45%
Holding current value
$563,958
Previous $456,000 22.15%
% of portfolio
0.12%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$138.08 - $151.2 $56,474 - $61,840
409 Added 12.45%
3,693 $557,000
Q2 2025

Jul 14, 2025
BUY
$101.69 - $139.02 $13,118 - $17,933
129 Added 4.09%
3,284 $456,000
Q1 2025

Apr 11, 2025
BUY
$113.13 - $127.79 $35,975 - $40,637
318 Added 11.21%
3,155 $360,000
Q4 2024

Jan 21, 2025
BUY
$119.34 - $127.78 $83,896 - $89,829
703 Added 32.94%
2,837 $338,000
Q3 2024

Oct 15, 2024
BUY
$110.06 - $128.44 $234,868 - $274,090
2,134 New
2,134 $271,000

Others Institutions Holding GRID

# of Institutions
395
Shares Held
15.6M
Call Options Held
9K
Put Options Held
5.9K
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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