N.E.W. Advisory Services LLC First Tr Nasdaq Clean Edge Sma Transaction History

N.E.W. Advisory Services LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 3,079 shares of GRID stock, worth $392,018. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,079
Previous 2,188 40.72%
Holding current value
$392,018
Previous $278,000 32.01%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$119.34 - $127.78 $106,331 - $113,851
891 Added 40.72%
3,079 $367,000
Q3 2024

Oct 31, 2024
BUY
$110.06 - $128.44 $30,266 - $35,321
275 Added 14.38%
2,188 $278,000
Q2 2024

Aug 02, 2024
BUY
$109.73 - $121.69 $209,913 - $232,792
1,913 New
1,913 $221,000

Others Institutions Holding GRID

# of Institutions
281
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

GRID Quotes by TradingView
  • Ticker GRID
  • Sector ETFs
  • Industry ETFs
More about GRID
Track This Portfolio

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email