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

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 7,108 shares of GRID stock, worth $1.09 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,108
Previous 6,779 4.85%
Holding current value
$1.09 Million
Previous $1.02 Million 5.96%
% of portfolio
0.12%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$149.52 - $158.91 $49,192 - $52,281
329 Added 4.85%
7,108 $1.09 Million
Q3 2025

Nov 13, 2025
SELL
$138.08 - $151.2 $21,540 - $23,587
-156 Reduced 2.25%
6,779 $1.02 Million
Q2 2025

Jul 11, 2025
SELL
$101.69 - $139.02 $38,947 - $53,244
-383 Reduced 5.23%
6,935 $964,000
Q1 2025

Apr 11, 2025
SELL
$113.13 - $127.79 $657,624 - $742,843
-5,813 Reduced 44.27%
7,318 $835,000
Q4 2024

Jan 14, 2025
BUY
$119.34 - $127.78 $242,498 - $259,648
2,032 Added 18.31%
13,131 $1.57 Million
Q3 2024

Oct 16, 2024
BUY
$110.06 - $128.44 $1.22 Million - $1.43 Million
11,099 New
11,099 $1.41 Million
Q2 2019

Jul 19, 2019
SELL
$43.3 - $48.31 $10,825 - $12,077
-250 Closed
0 $0
Q4 2018

Feb 13, 2019
SELL
$37.28 - $47.73 $55,770 - $71,404
-1,496 Reduced 85.68%
250 $10,000
Q1 2018

Apr 20, 2018
BUY
$48.46 - $53.53 $84,611 - $93,463
1,746 New
1,746 $87,000

Others Institutions Holding GRID

# of Institutions
423
Shares Held
16.1M
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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