Gateway Wealth Partners, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Gateway Wealth Partners, LLC

  • $741 Billion
  • Q3 2025

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 4,468 shares of GRID stock, worth $682,308. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,468
Previous 3,003 48.78%
Holding current value
$682,308
Previous $417 Million 61.7%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 05, 2025
BUY
$138.08 - $151.2 $202,287 - $221,507
1,465 Added 48.78%
4,468 $675 Million
Q2 2025

Aug 13, 2025
SELL
$101.69 - $139.02 $30,201 - $41,288
-297 Reduced 9.0%
3,003 $417 Million
Q1 2025

Apr 30, 2025
BUY
$113.13 - $127.79 $35,635 - $40,253
315 Added 10.55%
3,300 $373 Million
Q4 2024

Jan 22, 2025
BUY
$119.34 - $127.78 $112,179 - $120,113
940 Added 45.97%
2,985 $356 Million
Q3 2024

Oct 24, 2024
SELL
$110.06 - $128.44 $41,382 - $48,293
-376 Reduced 15.53%
2,045 $260 Million
Q2 2024

Aug 16, 2024
BUY
$109.73 - $121.69 $3,072 - $3,407
28 Added 1.17%
2,421 $280 Million
Q1 2024

May 14, 2024
SELL
$98.77 - $114.86 $40,001 - $46,518
-405 Reduced 14.47%
2,393 $274 Million
Q4 2023

Feb 13, 2024
SELL
$85.32 - $105.07 $45,390 - $55,897
-532 Reduced 15.98%
2,798 $293 Million
Q3 2023

Nov 14, 2023
BUY
$93.06 - $107.86 $105,064 - $121,773
1,129 Added 51.29%
3,330 $313 Million
Q2 2023

Aug 14, 2023
BUY
$94.41 - $105.64 $9,629 - $10,775
102 Added 4.86%
2,201 $231 Million
Q1 2023

May 10, 2023
BUY
$87.19 - $97.66 $183,011 - $204,988
2,099 New
2,099 $205 Million

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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