Goal Vest Advisory LLC First Tr Nasdaq Clean Edge Sma Transaction History

Goal Vest Advisory LLC

$488 Million
Q4 2025

A detailed history of Goal Vest Advisory LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Goal Vest Advisory LLC holds 1,465 shares of GRID stock, worth $223,720. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,465

Holding current value

$223,720

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 05, 2026	BUY	$149.52 - $158.91 $219,046 - $232,803	1,465 New	1,465 $223,000

Others Institutions Holding GRID

# of Institutions

411

Shares Held

15.8M

Call Options Held

Put Options Held

5.9K

Morgan Stanley New York, NY

2.26M
Shares

$345 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.45M
Shares

$221 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$183 Million
0.06% of portfolio
Harel Insurance Investments & Financial Services Ltd.

1.04M
Shares

$158 Million
1.41% of portfolio
Ubs Group Ag

969K
Shares

$148 Million
0.02% of portfolio

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

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Goal Vest Advisory LLC First Tr Nasdaq Clean Edge Sma Transaction History