Kingswood Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,880 shares of GRID stock, worth $3.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
24,880
Previous 2,616 851.07%
Holding current value
$3.8 Million
Previous $364 Million 933.7%
% of portfolio
0.23%
Previous 0.03%

Shares

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

Oct 23, 2025
BUY
$138.08 - $151.2 $3.07 Million - $3.37 Million
22,264 Added 851.07%
24,880 $3.76 Billion
Q2 2025

Jul 23, 2025
BUY
$101.69 - $139.02 $266,021 - $363,676
2,616 New
2,616 $364 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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