Mc Kinley Carter Wealth Services, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 7,004 shares of GRID stock, worth $1.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,004
Previous 6,172 13.48%
Holding current value
$1.07 Million
Previous $858,000 23.31%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 03, 2025
BUY
$138.08 - $151.2 $114,882 - $125,798
832 Added 13.48%
7,004 $1.06 Million
Q2 2025

Jul 24, 2025
BUY
$101.69 - $139.02 $203 - $278
2 Added 0.03%
6,172 $858,000
Q1 2025

Apr 15, 2025
SELL
$113.13 - $127.79 $278,073 - $314,107
-2,458 Reduced 28.49%
6,170 $704,000
Q4 2024

Jan 22, 2025
BUY
$119.34 - $127.78 $36,040 - $38,589
302 Added 3.63%
8,628 $1.03 Million
Q3 2024

Oct 15, 2024
SELL
$110.06 - $128.44 $9,355 - $10,917
-85 Reduced 1.01%
8,326 $1.06 Million
Q2 2024

Aug 09, 2024
BUY
$109.73 - $121.69 $45,208 - $50,136
412 Added 5.15%
8,411 $972,000
Q1 2024

Apr 26, 2024
SELL
$98.77 - $114.86 $19,161 - $22,282
-194 Reduced 2.37%
7,999 $916,000
Q4 2023

Feb 07, 2024
SELL
$85.32 - $105.07 $154,002 - $189,651
-1,805 Reduced 18.05%
8,193 $857,000
Q3 2023

Oct 13, 2023
BUY
$93.06 - $107.86 $93 - $107
1 Added 0.01%
9,998 $938,000
Q2 2023

Aug 02, 2023
BUY
$94.41 - $105.64 $943,816 - $1.06 Million
9,997 New
9,997 $1.05 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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