Collaborative Wealth Managment Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 3,536 shares of GRID stock, worth $450,203. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,536
Previous 4,602 23.16%
Holding current value
$450,203
Previous $531,000 15.44%
% of portfolio
0.21%
Previous 0.27%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$110.06 - $128.44 $117,323 - $136,917
-1,066 Reduced 23.16%
3,536 $449,000
Q1 2024

May 10, 2024
BUY
$98.77 - $114.86 $493 - $574
5 Added 0.11%
4,602 $527,000
Q1 2023

May 08, 2023
BUY
$87.19 - $97.66 $106,023 - $118,754
1,216 Added 35.97%
4,597 $448,000
Q2 2022

Aug 15, 2022
SELL
$76.95 - $95.23 $280,405 - $347,018
-3,644 Reduced 51.87%
3,381 $262,000
Q4 2021

Feb 11, 2022
BUY
$92.42 - $105.89 $165,431 - $189,543
1,790 Added 34.19%
7,025 $721,000
Q1 2021

May 12, 2022
BUY
$80.63 - $88.15 $422,098 - $461,465
5,235 New
5,235 $492,000

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
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email