Avantax Advisory Services, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 33,558 shares of GRID stock, worth $5.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

33,558

Previous 31,292 7.24%

Holding current value

$5.12 Million

Previous $3.54 Million 31.78%

% of portfolio

0.03%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$101.69 - $139.02 $230,429 - $315,019	2,266 Added 7.24%	33,558 $4.67 Million
Q1 2025 May 06, 2025	BUY	$113.13 - $127.79 $781,728 - $883,028	6,910 Added 28.34%	31,292 $3.54 Million
Q4 2024 Feb 07, 2025	BUY	$119.34 - $127.78 $2.58 Million - $2.76 Million	21,629 Added 785.65%	24,382 $2.91 Million
Q3 2024 Nov 13, 2024	BUY	$110.06 - $128.44 $103,126 - $120,348	937 Added 51.6%	2,753 $350,000
Q2 2024 Aug 09, 2024	BUY	$109.73 - $121.69 $199,269 - $220,989	1,816 New	1,816 $209,000

Q2 2023 Aug 11, 2023	SELL	$94.41 - $105.64 $62,216 - $69,616	-659 Reduced 19.99%	2,637 $277,000
Q1 2023 Apr 28, 2023	SELL	$87.19 - $97.66 $3,226 - $3,613	-37 Reduced 1.11%	3,296 $321,000
Q4 2022 Feb 13, 2023	BUY	$73.72 - $93.58 $30,888 - $39,210	419 Added 14.38%	3,333 $290,000
Q3 2022 Nov 01, 2022	SELL	$75.24 - $92.07 $451 - $552	-6 Reduced 0.21%	2,914 $219,000
Q2 2022 Aug 02, 2022	SELL	$76.95 - $95.23 $153 - $190	-2 Reduced 0.07%	2,920 $226,000
Q1 2022 Apr 27, 2022	BUY	$83.69 - $103.52 $244,542 - $302,485	2,922 New	2,922 $275,000
Q1 2021 May 13, 2021	SELL	$80.63 - $88.15 $277,770 - $303,676	-3,445 Closed	0 $0
Q4 2020 Jan 22, 2021	SELL	$63.82 - $81.0 $56,799 - $72,090	-890 Reduced 20.53%	3,445 $280,000
Q3 2020 Oct 14, 2020	BUY	$54.6 - $65.43 $236,691 - $283,639	4,335 New	4,335 $273,000

Others Institutions Holding GRID

# of Institutions

395

Shares Held

15.6M

Call Options Held

Put Options Held

5.9K

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. First Tr Nasdaq Clean Edge Sma Transaction History