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

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

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 4,542 shares of GRID stock, worth $693,608. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,542

Previous 4,125 10.11%

Holding current value

$693,608

Previous $573,000 19.72%

% of portfolio

0.06%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$138.08 - $151.2 $57,579 - $63,050	417 Added 10.11%	4,542 $686,000
Q2 2025 Aug 18, 2025	SELL	$101.69 - $139.02 $104,232 - $142,495	-1,025 Reduced 19.9%	4,125 $573,000
Q1 2025 May 07, 2025	BUY	$113.13 - $127.79 $234,292 - $264,653	2,071 Added 67.26%	5,150 $582,000
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

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