Daymark Wealth Partners, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Daymark Wealth Partners, LLC

  • $2.79 Billion
  • Q3 2025

A detailed history of Daymark Wealth Partners, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 3,359 shares of GRID stock, worth $512,952. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,359
Previous 3,633 7.54%
Holding current value
$512,952
Previous $505,000 0.4%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 22, 2025
SELL
$138.08 - $151.2 $37,833 - $41,428
-274 Reduced 7.54%
3,359 $507,000
Q2 2025

Aug 04, 2025
BUY
$101.69 - $139.02 $32,744 - $44,764
322 Added 9.73%
3,633 $505,000
Q1 2025

Apr 14, 2025
BUY
$113.13 - $127.79 $178,745 - $201,908
1,580 Added 91.28%
3,311 $377,000
Q4 2024

Jan 17, 2025
BUY
$119.34 - $127.78 $206,577 - $221,187
1,731 New
1,731 $206,000

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 Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, 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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email