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

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,235 shares of GRID stock, worth $188,596. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,235
Previous 739 67.12%
Holding current value
$188,596
Previous $103 Million 81.57%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 03, 2025
BUY
$138.08 - $151.2 $68,487 - $74,995
496 Added 67.12%
1,235 $187 Million
Q2 2025

Aug 06, 2025
BUY
$101.69 - $139.02 $27,659 - $37,813
272 Added 58.24%
739 $103 Million
Q1 2025

Apr 24, 2025
SELL
$113.13 - $127.79 $52,831 - $59,677
-467 Reduced 50.0%
467 $52.8 Million
Q1 2025

Apr 23, 2025
BUY
$113.13 - $127.79 $67,538 - $76,290
597 Added 177.15%
934 $105,000
Q4 2024

Jan 28, 2025
BUY
$119.34 - $127.78 $40,217 - $43,061
337 New
337 $40.2 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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email