First Heartland Consultants, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

First Heartland Consultants, Inc.

$930 Million
Q3 2024

A detailed history of First Heartland Consultants, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, First Heartland Consultants, Inc. holds 69,580 shares of GRID stock, worth $8.26 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

69,580

Previous 38,300 81.67%

Holding current value

$8.26 Million

Previous $4.43 Million 100.0%

% of portfolio

0.95%

Previous 0.31%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$110.06 - $128.44 $3.44 Million - $4.02 Million	31,280 Added 81.67%	69,580 $8.85 Million
Q2 2024 Jul 25, 2024	BUY	$109.73 - $121.69 $2.5 Million - $2.77 Million	22,789 Added 146.92%	38,300 $4.43 Million
Q1 2024 May 07, 2024	SELL	$98.77 - $114.86 $2.2 Million - $2.56 Million	-22,259 Reduced 58.93%	15,511 $1.78 Million
Q4 2023 Feb 08, 2024	SELL	$85.32 - $105.07 $199,990 - $246,284	-2,344 Reduced 5.84%	37,770 $3.96 Million
Q3 2023 Nov 09, 2023	SELL	$93.06 - $107.86 $464,555 - $538,437	-4,992 Reduced 11.07%	40,114 $3.77 Million
Q2 2023 Jul 26, 2023	BUY	$94.41 - $105.64 $245,371 - $274,558	2,599 Added 6.11%	45,106 $4.74 Million
Q1 2023 Apr 17, 2023	SELL	$87.19 - $97.66 $11,945 - $13,379	-137 Reduced 0.32%	42,507 $4.15 Million
Q4 2022 Jan 13, 2023	SELL	$73.72 - $93.58 $72,098 - $91,521	-978 Reduced 2.24%	42,644 $0
Q3 2022 Oct 20, 2022	BUY	$75.24 - $92.07 $180,801 - $221,244	2,403 Added 5.83%	43,622 $3.28 Million
Q2 2022 Jul 12, 2022	BUY	$76.95 - $95.23 $132,277 - $163,700	1,719 Added 4.35%	41,219 $3.2 Million
Q1 2022 Apr 21, 2022	SELL	$83.69 - $103.52 $1.23 Million - $1.52 Million	-14,726 Reduced 27.16%	39,500 $3.72 Million
Q4 2021 Feb 11, 2022	BUY	$92.42 - $105.89 $461,268 - $528,496	4,991 Added 10.14%	54,226 $5.57 Million
Q3 2021 Nov 15, 2021	BUY	$90.04 - $100.03 $786,049 - $873,261	8,730 Added 21.55%	49,235 $4.56 Million
Q2 2021 Aug 16, 2021	BUY	$84.93 - $93.04 $1.35 Million - $1.47 Million	15,846 Added 64.26%	40,505 $3.75 Million
Q1 2021 May 17, 2021	BUY	$80.63 - $88.15 $1.78 Million - $1.95 Million	22,089 Added 859.49%	24,659 $2.13 Million
Q4 2020 Jan 29, 2021	BUY	$63.82 - $81.0 $164,017 - $208,170	2,570 New	2,570 $208,000

Others Institutions Holding GRID

# of Institutions

273

Shares Held

8.47M

Call Options Held

Put Options Held

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About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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First Heartland Consultants, Inc. First Tr Nasdaq Clean Edge Sma Transaction History