Envestnet Portfolio Solutions, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,092 shares of GRID stock, worth $319,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,092

Previous 3,289 36.39%

Holding current value

$319,469

Previous $457,000 30.85%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$138.08 - $151.2 $165,281 - $180,986	-1,197 Reduced 36.39%	2,092 $316,000
Q2 2025 Jul 25, 2025	BUY	$101.69 - $139.02 $135,146 - $184,757	1,329 Added 67.81%	3,289 $457,000
Q1 2025 Apr 21, 2025	SELL	$113.13 - $127.79 $269,249 - $304,140	-2,380 Reduced 54.84%	1,960 $221,000
Q4 2024 Feb 10, 2025	BUY	$119.34 - $127.78 $24,942 - $26,706	209 Added 5.06%	4,340 $517,000
Q3 2024 Oct 31, 2024	BUY	$110.06 - $128.44 $3,521 - $4,110	32 Added 0.78%	4,131 $525,000

Q2 2024 Jul 16, 2024	BUY	$109.73 - $121.69 $449,783 - $498,807	4,099 New	4,099 $473,000
Q3 2023 Nov 13, 2023	BUY	$93.06 - $107.86 $496,940 - $575,972	5,340 New	5,340 $501,000

Others Institutions Holding GRID

# of Institutions

395

Shares Held

15.6M

Call Options Held

Put Options Held

5.9K

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Envestnet Portfolio Solutions, Inc. First Tr Nasdaq Clean Edge Sma Transaction History