Ae Wealth Management LLC First Tr Nasdaq Clean Edge Sma Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Ae Wealth Management LLC holds 9,188 shares of GRID stock, worth $1.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,188
Previous 8,244 11.45%
Holding current value
$1.4 Million
Previous $1.15 Million 21.12%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$138.08 - $151.2 $130,347 - $142,732
944 Added 11.45%
9,188 $1.39 Million
Q2 2025

Aug 06, 2025
SELL
$101.69 - $139.02 $143,687 - $196,435
-1,413 Reduced 14.63%
8,244 $1.15 Million
Q1 2025

May 06, 2025
SELL
$113.13 - $127.79 $1,244 - $1,405
-11 Reduced 0.11%
9,657 $1.09 Million
Q4 2024

Feb 13, 2025
BUY
$119.34 - $127.78 $8,353 - $8,944
70 Added 0.73%
9,668 $1.15 Million
Q3 2024

Nov 14, 2024
SELL
$110.06 - $128.44 $37,860 - $44,183
-344 Reduced 3.46%
9,598 $1.22 Million
Q2 2024

Aug 12, 2024
SELL
$109.73 - $121.69 $48,171 - $53,421
-439 Reduced 4.23%
9,942 $1.15 Million
Q1 2024

May 15, 2024
SELL
$98.77 - $114.86 $10,963 - $12,749
-111 Reduced 1.06%
10,381 $1.19 Million
Q4 2023

Feb 14, 2024
BUY
$85.32 - $105.07 $74,910 - $92,251
878 Added 9.13%
10,492 $1.1 Million
Q3 2023

Oct 11, 2023
BUY
$93.06 - $107.86 $73,331 - $84,993
788 Added 8.93%
9,614 $902,000
Q2 2023

Jul 10, 2023
SELL
$94.41 - $105.64 $15,388 - $17,219
-163 Reduced 1.81%
8,826 $927,000
Q1 2023

Apr 14, 2023
BUY
$87.19 - $97.66 $37,317 - $41,798
428 Added 5.0%
8,989 $877,000
Q4 2022

Jan 31, 2023
SELL
$73.72 - $93.58 $336,163 - $426,724
-4,560 Reduced 34.75%
8,561 $746,000
Q3 2022

Oct 25, 2022
BUY
$75.24 - $92.07 $313,901 - $384,116
4,172 Added 46.62%
13,121 $987,000
Q2 2022

Aug 03, 2022
BUY
$76.95 - $95.23 $79,181 - $97,991
1,029 Added 12.99%
8,949 $694,000
Q1 2022

Apr 18, 2022
SELL
$83.69 - $103.52 $32,471 - $40,165
-388 Reduced 4.67%
7,920 $745,000
Q4 2021

Jan 20, 2022
BUY
$92.42 - $105.89 $301,196 - $345,095
3,259 Added 64.55%
8,308 $853,000
Q3 2021

Nov 01, 2021
BUY
$90.04 - $100.03 $216,005 - $239,971
2,399 Added 90.53%
5,049 $468,000
Q2 2021

Jul 21, 2021
BUY
$84.93 - $93.04 $225,064 - $246,556
2,650 New
2,650 $245,000

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 Ae Wealth Management LLC Portfolio

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email