Gk Wealth Management LLC First Tr Nasdaq Clean Edge Sma Transaction History

Gk Wealth Management LLC

  • $137 Billion
  • Q3 2025

A detailed history of Gk Wealth Management LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Gk Wealth Management LLC holds 4,014 shares of GRID stock, worth $612,977. This represents 0.44% of its overall portfolio holdings.

Number of Shares
4,014
Previous 3,720 7.9%
Holding current value
$612,977
Previous $517 Million 17.3%
% of portfolio
0.44%
Previous 0.47%

Shares

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

Nov 06, 2025
BUY
$138.08 - $151.2 $40,595 - $44,452
294 Added 7.9%
4,014 $607 Million
Q2 2025

Jul 07, 2025
SELL
$101.69 - $139.02 $19,727 - $26,969
-194 Reduced 4.96%
3,720 $517 Million
Q1 2025

Jul 07, 2025
BUY
$113.13 - $127.79 $27,603 - $31,180
244 Added 6.65%
3,914 $443 Million
Q1 2025

May 28, 2025
BUY
$113.13 - $127.79 $108,039 - $122,039
955 Added 35.17%
3,670 $415 Million
Q4 2024

May 28, 2025
BUY
$119.34 - $127.78 $324,008 - $346,922
2,715 New
2,715 $324 Million

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
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