Charter Oak Capital Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Charter Oak Capital Management, LLC

  • $1.27 Billion
  • Q4 2025

A detailed history of Charter Oak Capital Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 1,410 shares of GRID stock, worth $215,321. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,410
Previous 1,410 -0.0%
Holding current value
$215,321
Previous $213,000 0.94%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2025
BUY
$138.08 - $151.2 $194,692 - $213,191
1,410 New
1,410 $213,000

Others Institutions Holding GRID

# of Institutions
426
Shares Held
16.2M
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
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