Concurrent Investment Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,712 shares of GRID stock, worth $2.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,712
Previous 11,732 16.88%
Holding current value
$2.09 Million
Previous $1.63 Billion 27.02%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 27, 2025
BUY
$138.08 - $151.2 $273,398 - $299,376
1,980 Added 16.88%
13,712 $2.07 Billion
Q2 2025

Jul 25, 2025
BUY
$101.69 - $139.02 $225,141 - $307,790
2,214 Added 23.26%
11,732 $1.63 Billion
Q1 2025

Apr 29, 2025
BUY
$113.13 - $127.79 $1.08 Million - $1.22 Million
9,518 New
9,518 $1.08 Billion

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
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