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

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 2,985 shares of GRID stock, worth $347,394. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,985

Previous 2,045 45.97%

Holding current value

$347,394

Previous $260 Million 36.91%

% of portfolio

0.09%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$119.34 - $127.78 $112,179 - $120,113	940 Added 45.97%	2,985 $356 Million
Q3 2024 Oct 24, 2024	SELL	$110.06 - $128.44 $41,382 - $48,293	-376 Reduced 15.53%	2,045 $260 Million
Q2 2024 Aug 16, 2024	BUY	$109.73 - $121.69 $3,072 - $3,407	28 Added 1.17%	2,421 $280 Million
Q1 2024 May 14, 2024	SELL	$98.77 - $114.86 $40,001 - $46,518	-405 Reduced 14.47%	2,393 $274 Million
Q4 2023 Feb 13, 2024	SELL	$85.32 - $105.07 $45,390 - $55,897	-532 Reduced 15.98%	2,798 $293 Million
Q3 2023 Nov 14, 2023	BUY	$93.06 - $107.86 $105,064 - $121,773	1,129 Added 51.29%	3,330 $313 Million
Q2 2023 Aug 14, 2023	BUY	$94.41 - $105.64 $9,629 - $10,775	102 Added 4.86%	2,201 $231 Million
Q1 2023 May 10, 2023	BUY	$87.19 - $97.66 $183,011 - $204,988	2,099 New	2,099 $205 Million

Others Institutions Holding GRID

# of Institutions

303

Shares Held

10.5M

Call Options Held

Put Options Held

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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

Account

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