Bogart Wealth, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Bogart Wealth, LLC

$2.46 Billion
Q3 2025

A detailed history of Bogart Wealth, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Bogart Wealth, LLC holds 28,088 shares of GRID stock, worth $4.29 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

28,088

Previous 27,569 1.88%

Holding current value

$4.29 Million

Previous $3.83 Million 10.73%

% of portfolio

0.17%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$138.08 - $151.2 $71,663 - $78,472	519 Added 1.88%	28,088 $4.24 Million
Q2 2025 Jul 29, 2025	BUY	$101.69 - $139.02 $187,618 - $256,491	1,845 Added 7.17%	27,569 $3.83 Million
Q1 2025 May 01, 2025	BUY	$113.13 - $127.79 $181,121 - $204,591	1,601 Added 6.64%	25,724 $2.91 Million
Q4 2024 Jan 29, 2025	BUY	$119.34 - $127.78 $140,701 - $150,652	1,179 Added 5.14%	24,123 $2.88 Million
Q3 2024 Oct 22, 2024	BUY	$110.06 - $128.44 $148,691 - $173,522	1,351 Added 6.26%	22,944 $2.92 Million

Q2 2024 Jul 31, 2024	BUY	$109.73 - $121.69 $2.37 Million - $2.63 Million	21,593 New	21,593 $2.5 Million

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 Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Account

Bogart Wealth, LLC First Tr Nasdaq Clean Edge Sma Transaction History