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

Aprio Wealth Management, LLC

  • $1.27 Billion
  • Q4 2025

A detailed history of Aprio Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 109,076 shares of GRID stock, worth $16.7 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
109,076
Previous 105,883 3.02%
Holding current value
$16.7 Million
Previous $16 Million 4.13%
% of portfolio
1.31%
Previous 1.77%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$149.52 - $158.91 $477,417 - $507,399
3,193 Added 3.02%
109,076 $16.7 Million
Q3 2025

Nov 12, 2025
BUY
$138.08 - $151.2 $245,920 - $269,287
1,781 Added 1.71%
105,883 $16 Million
Q2 2025

Aug 14, 2025
SELL
$101.69 - $139.02 $225,141 - $307,790
-2,214 Reduced 2.08%
104,102 $14.5 Million
Q1 2025

May 15, 2025
BUY
$113.13 - $127.79 $1.6 Million - $1.81 Million
14,174 Added 15.38%
106,316 $12 Million
Q4 2024

Jan 10, 2025
BUY
$119.34 - $127.78 $2.01 Million - $2.16 Million
16,884 Added 22.43%
92,142 $11 Million
Q3 2024

Oct 07, 2024
BUY
$110.06 - $128.44 $2.34 Million - $2.73 Million
21,241 Added 39.32%
75,258 $9.58 Million
Q2 2024

Jul 10, 2024
BUY
$109.73 - $121.69 $5.69 Million - $6.31 Million
51,827 Added 2366.53%
54,017 $6.24 Million
Q1 2024

Apr 10, 2024
BUY
$98.77 - $114.86 $23,803 - $27,681
241 Added 12.37%
2,190 $250,000
Q4 2023

Jan 17, 2024
BUY
$85.32 - $105.07 $166,288 - $204,781
1,949 New
1,949 $204,000

Others Institutions Holding GRID

# of Institutions
429
Shares Held
16.6M
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
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