Steel Peak Wealth Management LLC First Tr Nasdaq Clean Edge Sma Transaction History

Steel Peak Wealth Management LLC

  • $2.87 Billion
  • Q4 2025

A detailed history of Steel Peak Wealth Management LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 2,979 shares of GRID stock, worth $454,923. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,979
Previous 4,980 40.18%
Holding current value
$454,923
Previous $752,000 39.63%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 20, 2026
SELL
$149.52 - $158.91 $299,189 - $317,978
-2,001 Reduced 40.18%
2,979 $454,000
Q3 2025

Oct 21, 2025
BUY
$138.08 - $151.2 $51,780 - $56,699
375 Added 8.14%
4,980 $752,000
Q2 2025

Jul 22, 2025
BUY
$101.69 - $139.02 $43,523 - $59,500
428 Added 10.25%
4,605 $640,000
Q1 2025

Apr 30, 2025
BUY
$113.13 - $127.79 $67,991 - $76,801
601 Added 16.81%
4,177 $472,000
Q4 2024

Jan 22, 2025
BUY
$119.34 - $127.78 $104,422 - $111,807
875 Added 32.4%
3,576 $426,000
Q2 2024

Jul 16, 2024
BUY
$109.73 - $121.69 $296,380 - $328,684
2,701 New
2,701 $312,000

Others Institutions Holding GRID

# of Institutions
416
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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