Capital Investment Advisory Services, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Capital Investment Advisory Services, LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 3,606 shares of GRID stock, worth $550,672. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,606
Previous 1,851 94.81%
Holding current value
$550,672
Previous $257,000 111.67%
% of portfolio
0.05%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$138.08 - $151.2 $242,330 - $265,356
1,755 Added 94.81%
3,606 $544,000
Q1 2025

Apr 29, 2025
BUY
$113.13 - $127.79 $10,294 - $11,628
91 Added 5.17%
1,851 $209,000
Q4 2024

Jan 23, 2025
SELL
$119.34 - $127.78 $344,892 - $369,284
-2,890 Reduced 62.15%
1,760 $210,000
Q2 2023

Jul 28, 2023
BUY
$94.41 - $105.64 $439,006 - $491,226
4,650 New
4,650 $488,000
Q4 2022

Feb 03, 2023
BUY
$73.72 - $93.58 $14,744 - $18,716
200 Added 4.32%
4,825 $420,000
Q4 2021

Feb 01, 2022
SELL
$92.42 - $105.89 $3,696 - $4,235
-40 Reduced 0.86%
4,625 $475,000
Q3 2021

Oct 28, 2021
SELL
$90.04 - $100.03 $46,820 - $52,015
-520 Reduced 10.03%
4,665 $432,000
Q2 2021

Jul 27, 2021
BUY
$84.93 - $93.04 $111,682 - $122,347
1,315 Added 33.98%
5,185 $480,000
Q1 2021

May 05, 2021
BUY
$80.63 - $88.15 $312,038 - $341,140
3,870 New
3,870 $334,000

Others Institutions Holding GRID

# of Institutions
395
Shares Held
15.6M
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
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email