Strategic Financial Concepts, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Strategic Financial Concepts, LLC

$688 Billion
Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,198 shares of GRID stock, worth $488,366. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,198

Previous 2,526 26.6%

Holding current value

$488,366

Previous $351 Million 36.43%

% of portfolio

0.07%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$138.08 - $151.2 $92,789 - $101,606	672 Added 26.6%	3,198 $479 Million
Q2 2025 Aug 05, 2025	SELL	$101.69 - $139.02 $263,783 - $360,617	-2,594 Reduced 50.66%	2,526 $351 Million
Q1 2025 Apr 28, 2025	BUY	$113.13 - $127.79 $191,981 - $216,859	1,697 Added 49.58%	5,120 $579 Million
Q4 2024 Jan 30, 2025	SELL	$119.34 - $127.78 $19.6 Million - $21 Million	-164,493 Reduced 97.96%	3,423 $409 Million
Q4 2024 Jan 27, 2025	BUY	$119.34 - $127.78 $20 Million - $21.5 Million	167,916 New	167,916 $409 Million

Q2 2024 Aug 06, 2024	BUY	$109.73 - $121.69 $1.53 Million - $1.69 Million	13,916 New	13,916 $120,000

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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Strategic Financial Concepts, LLC First Tr Nasdaq Clean Edge Sma Transaction History