Kestra Private Wealth Services, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,537 shares of GRID stock, worth $1.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,537
Previous 8,768 8.77%
Holding current value
$1.46 Million
Previous $1.22 Million 18.23%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2025
BUY
$138.08 - $151.2 $106,183 - $116,272
769 Added 8.77%
9,537 $1.44 Million
Q2 2025

Aug 07, 2025
BUY
$101.69 - $139.02 $891,617 - $1.22 Million
8,768 New
8,768 $1.22 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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