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

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

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 2,753 shares of GRID stock, worth $350,511. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,753
Previous 1,816 51.6%
Holding current value
$350,511
Previous $209,000 67.46%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
281
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
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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