Proactive Wealth Strategies LLC First Tr Nasdaq Clean Edge Sma Transaction History

Proactive Wealth Strategies LLC

  • $215 Million
  • Q3 2025

A detailed history of Proactive Wealth Strategies LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 4,054 shares of GRID stock, worth $619,086. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,054
Previous 4,048 0.15%
Holding current value
$619,086
Previous $563,000 8.7%
% of portfolio
0.29%
Previous 0.27%

Shares

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

Nov 05, 2025
BUY
$138.08 - $151.2 $828 - $907
6 Added 0.15%
4,054 $612,000
Q2 2025

Aug 13, 2025
SELL
$101.69 - $139.02 $104,537 - $142,912
-1,028 Reduced 20.25%
4,048 $563,000
Q1 2025

Apr 23, 2025
SELL
$113.13 - $127.79 $7,240 - $8,178
-64 Reduced 1.25%
5,076 $574,000
Q4 2024

Jan 31, 2025
BUY
$119.34 - $127.78 $7,279 - $7,794
61 Added 1.2%
5,140 $613,000
Q3 2024

Nov 04, 2024
BUY
$110.06 - $128.44 $558,994 - $652,346
5,079 New
5,079 $646,000

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
Track This Portfolio

Track Proactive Wealth Strategies LLC Portfolio

Follow Proactive Wealth Strategies 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 Proactive Wealth Strategies LLC, based on Form 13F filings with the SEC.

News

Stay updated on Proactive Wealth Strategies LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email