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

1858 Wealth Management, LLC

  • $126 Billion
  • Q4 2024

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 12,410 shares of GRID stock, worth $1.48 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
12,410
Previous 7,944 56.22%
Holding current value
$1.48 Million
Previous $1.01 Billion 46.52%
% of portfolio
1.17%
Previous 0.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
289
Shares Held
8.99M
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
Track This Portfolio

Track 1858 Wealth Management, LLC Portfolio

Follow 1858 Wealth Management, 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 1858 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1858 Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email