Gitterman Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Gitterman Wealth Management, LLC

$374 Million
Q3 2025

A detailed history of Gitterman Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 241,144 shares of GRID stock, worth $36.8 Million. This represents 9.75% of its overall portfolio holdings.

Number of Shares

241,144

Previous 247,187 2.44%

Holding current value

$36.8 Million

Previous $34.4 Million 6.02%

% of portfolio

9.75%

Previous 9.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$138.08 - $151.2 $834,417 - $913,701	-6,043 Reduced 2.44%	241,144 $36.4 Million
Q2 2025 Aug 12, 2025	BUY	$101.69 - $139.02 $315,137 - $430,822	3,099 Added 1.27%	247,187 $34.4 Million
Q1 2025 May 14, 2025	BUY	$113.13 - $127.79 $1.77 Million - $2 Million	15,628 Added 6.84%	244,088 $27.6 Million
Q4 2024 Feb 10, 2025	BUY	$119.34 - $127.78 $134,257 - $143,752	1,125 Added 0.49%	228,460 $27.3 Million
Q3 2024 Nov 13, 2024	BUY	$110.06 - $128.44 $5.98 Million - $6.98 Million	54,364 Added 31.43%	227,335 $28.9 Million

Q2 2024 Aug 12, 2024	SELL	$109.73 - $121.69 $877,840 - $973,520	-8,000 Reduced 4.42%	172,971 $20 Million
Q1 2024 May 08, 2024	BUY	$98.77 - $114.86 $17.9 Million - $20.8 Million	180,971 New	180,971 $20.7 Million

Others Institutions Holding GRID

# of Institutions

396

Shares Held

15.6M

Call Options Held

Put Options Held

5.9K

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

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Gitterman Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History