Walkner Condon Financial Advisors LLC First Tr Nasdaq Clean Edge Sma Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,145 shares of GRID stock, worth $500,425. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,145
Previous 3,910 6.01%
Holding current value
$500,425
Previous $497,000 0.6%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$119.34 - $127.78 $28,044 - $30,028
235 Added 6.01%
4,145 $494,000
Q3 2024

Oct 31, 2024
SELL
$110.06 - $128.44 $3,081 - $3,596
-28 Reduced 0.71%
3,910 $497,000
Q2 2024

Jul 26, 2024
BUY
$109.73 - $121.69 $1,645 - $1,825
15 Added 0.38%
3,938 $455,000
Q1 2024

Apr 22, 2024
SELL
$98.77 - $114.86 $3,358 - $3,905
-34 Reduced 0.86%
3,923 $449,000
Q4 2023

Jan 23, 2024
BUY
$85.32 - $105.07 $10,153 - $12,503
119 Added 3.1%
3,957 $414,000
Q3 2023

Oct 19, 2023
BUY
$93.06 - $107.86 $14,610 - $16,934
157 Added 4.27%
3,838 $360,000
Q2 2023

Jul 21, 2023
BUY
$94.41 - $105.64 $46,260 - $51,763
490 Added 15.36%
3,681 $386,000
Q1 2023

Apr 20, 2023
BUY
$87.19 - $97.66 $871 - $976
10 Added 0.31%
3,191 $311,000
Q4 2022

Jan 25, 2023
BUY
$73.72 - $93.58 $8,109 - $10,293
110 Added 3.58%
3,181 $0
Q3 2022

Oct 28, 2022
BUY
$75.24 - $92.07 $231,062 - $282,746
3,071 New
3,071 $231,000
Q2 2022

Aug 04, 2022
SELL
$76.95 - $95.23 $178,985 - $221,504
-2,326 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$83.69 - $103.52 $194,662 - $240,787
2,326 New
2,326 $219 Million

Others Institutions Holding GRID

# of Institutions
291
Shares Held
9.28M
Call Options Held
0
Put Options Held
0
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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