Allworth Financial LP First Tr Nasdaq Clean Edge Sma Transaction History

Allworth Financial LP

$22 Billion
Q3 2025

A detailed history of Allworth Financial LP transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Allworth Financial LP holds 425 shares of GRID stock, worth $64,901. This represents 0.0% of its overall portfolio holdings.

Number of Shares

425

Previous 550 22.73%

Holding current value

$64,901

Previous $76,000 15.79%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$138.08 - $151.2 $17,260 - $18,900	-125 Reduced 22.73%	425 $64,000
Q2 2025 Aug 07, 2025	SELL	$101.69 - $139.02 $22,066 - $30,167	-217 Reduced 28.29%	550 $76,000
Q1 2025 Apr 30, 2025	SELL	$113.13 - $127.79 $2,941 - $3,322	-26 Reduced 3.28%	767 $86,000
Q4 2024 Jan 30, 2025	BUY	$119.34 - $127.78 $70,768 - $75,773	593 Added 296.5%	793 $94,000
Q3 2024 Oct 23, 2024	SELL	$110.06 - $128.44 $11,006 - $12,844	-100 Reduced 33.33%	200 $25,000

Q2 2024 Jul 23, 2024	SELL	$109.73 - $121.69 $20,848 - $23,121	-190 Reduced 38.78%	300 $34,000
Q4 2022 Jan 13, 2023	SELL	$73.72 - $93.58 $11,058 - $14,037	-150 Reduced 23.44%	490 $0
Q3 2022 Oct 18, 2022	BUY	$75.24 - $92.07 $12,414 - $15,191	165 Added 34.74%	640 $48,000
Q2 2022 Jul 13, 2022	BUY	$76.95 - $95.23 $36,551 - $45,234	475 New	475 $37,000

Others Institutions Holding GRID

# of Institutions

395

Shares Held

15.6M

Call Options Held

Put Options Held

5.9K

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Allworth Financial LP First Tr Nasdaq Clean Edge Sma Transaction History