Grantvest Financial Group LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Grantvest Financial Group LLC

  • $145 Billion
  • Q3 2025
Number of Shares
10,246
Previous 11,763 12.9%
Holding current value
$226 Million
Previous $250 Million 9.67%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Nov 04, 2025
SELL
N/A
-1,517 Reduced 12.9%
10,246 $226 Million
Q2 2025

Aug 13, 2025
SELL
N/A
-2,467 Reduced 17.34%
11,763 $250 Million
Q1 2025

May 08, 2025
SELL
N/A
-2,854 Reduced 16.71%
14,230 $279 Million
Q4 2024

Feb 11, 2025
BUY
N/A
17,084 New
17,084 $345 Million
Track This Portfolio

Track Grantvest Financial Group LLC Portfolio

Follow Grantvest Financial Group 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 Grantvest Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grantvest Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email