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

Bogart Wealth, LLC

$2.44 Billion
Q4 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 41,307 shares of GRID stock, worth $6.31 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

41,307

Previous 28,088 47.06%

Holding current value

$6.31 Million

Previous $4.24 Million 48.64%

% of portfolio

0.26%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 30, 2026	BUY	$149.52 - $158.91 $1.98 Million - $2.1 Million	13,219 Added 47.06%	41,307 $6.31 Million
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

429

Shares Held

16.6M

Call Options Held

Put Options Held

5.9K

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

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