Journey Strategic Wealth LLC First Tr Nasdaq Clean Edge Sma Transaction History

Journey Strategic Wealth LLC

$3.41 Billion
Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,272 shares of GRID stock, worth $652,377. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,272

Previous 4,151 2.91%

Holding current value

$652,377

Previous $577,000 11.79%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$138.08 - $151.2 $16,707 - $18,295	121 Added 2.91%	4,272 $645,000
Q2 2025 Aug 12, 2025	SELL	$101.69 - $139.02 $17,795 - $24,328	-175 Reduced 4.05%	4,151 $577,000
Q1 2025 May 06, 2025	BUY	$113.13 - $127.79 $15,159 - $17,123	134 Added 3.2%	4,326 $489,000
Q4 2024 Jan 24, 2025	BUY	$119.34 - $127.78 $134,973 - $144,519	1,131 Added 36.95%	4,192 $500,000
Q3 2024 Nov 12, 2024	SELL	$110.06 - $128.44 $1.06 Million - $1.23 Million	-9,590 Reduced 75.8%	3,061 $389,000

Q2 2024 Aug 14, 2024	BUY	$109.73 - $121.69 $723,669 - $802,545	6,595 Added 108.9%	12,651 $1.46 Million
Q1 2024 May 13, 2024	BUY	$98.77 - $114.86 $598,151 - $695,592	6,056 New	6,056 $694,000

Others Institutions Holding GRID

# of Institutions

395

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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Journey Strategic Wealth LLC First Tr Nasdaq Clean Edge Sma Transaction History