United Advisor Group, LLC First Tr Nasdaq Clean Edge Sma Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, United Advisor Group, LLC holds 6,135 shares of GRID stock, worth $936,875. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,135
Previous 5,632 8.93%
Holding current value
$936,875
Previous $782,000 18.41%
% of portfolio
0.13%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$138.08 - $151.2 $69,454 - $76,053
503 Added 8.93%
6,135 $926,000
Q2 2025

Aug 11, 2025
BUY
$101.69 - $139.02 $10,779 - $14,736
106 Added 1.92%
5,632 $782,000
Q1 2025

Apr 21, 2025
BUY
$113.13 - $127.79 $55,773 - $63,000
493 Added 9.8%
5,526 $625,000
Q4 2024

Feb 24, 2025
BUY
$119.34 - $127.78 $4,654 - $4,983
39 Added 0.78%
5,033 $600,000
Q3 2024

Oct 30, 2024
BUY
$110.06 - $128.44 $100,704 - $117,522
915 Added 22.43%
4,994 $635,000
Q2 2024

Aug 08, 2024
BUY
$109.73 - $121.69 $14,813 - $16,428
135 Added 3.42%
4,079 $471,000
Q1 2024

May 14, 2024
BUY
$98.77 - $114.86 $389,548 - $453,007
3,944 New
3,944 $452,000

Others Institutions Holding GRID

# of Institutions
396
Shares Held
15.6M
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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email