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

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Modern Wealth Management, LLC holds 59,027 shares of GRID stock, worth $9.01 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

59,027

Previous 58,705 0.55%

Holding current value

$9.01 Million

Previous $8.16 Million 109173.77%

% of portfolio

0.18%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$138.08 - $151.2 $44,461 - $48,686	322 Added 0.55%	59,027 $8.92 Billion
Q2 2025 Aug 14, 2025	BUY	$101.69 - $139.02 $5.2 Million - $7.1 Million	51,105 Added 672.43%	58,705 $8.16 Million
Q1 2025 May 15, 2025	SELL	$113.13 - $127.79 $33,939 - $38,337	-300 Reduced 3.8%	7,600 $860 Million
Q4 2024 May 30, 2025	SELL	$119.34 - $127.78 $441,558 - $472,786	-3,700 Reduced 48.68%	3,900 $465,000
Q4 2024 May 29, 2025	SELL	$119.34 - $127.78 $441,558 - $472,786	-3,700 Reduced 48.68%	3,900 $465,000

Q4 2024 Feb 11, 2025	BUY	$119.34 - $127.78 $942,786 - $1.01 Million	7,900 New	7,900 $962 Million

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