Wcg Wealth Advisors LLC First Tr Nasdaq Clean Edge Sma Transaction History

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 15,543 shares of GRID stock, worth $1.81 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,543
Previous 18,883 17.69%
Holding current value
$1.81 Million
Previous $2.4 Million 22.85%
% of portfolio
0.13%
Previous 0.16%

Shares

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

Feb 18, 2025
SELL
$119.34 - $127.78 $398,595 - $426,785
-3,340 Reduced 17.69%
15,543 $1.85 Million
Q3 2024

Nov 13, 2024
SELL
$110.06 - $128.44 $1,430 - $1,669
-13 Reduced 0.07%
18,883 $2.4 Million
Q2 2024

Aug 12, 2024
BUY
$109.73 - $121.69 $149,561 - $165,863
1,363 Added 7.77%
18,896 $2.18 Million
Q1 2024

May 13, 2024
BUY
$98.77 - $114.86 $57,187 - $66,503
579 Added 3.42%
17,533 $2.01 Million
Q4 2023

Feb 08, 2024
SELL
$85.32 - $105.07 $49,570 - $61,045
-581 Reduced 3.31%
16,954 $1.78 Million
Q3 2023

Nov 09, 2023
BUY
$93.06 - $107.86 $311,471 - $361,007
3,347 Added 23.59%
17,535 $1.73 Million
Q2 2023

Aug 14, 2023
SELL
$94.41 - $105.64 $445,898 - $498,937
-4,723 Reduced 24.97%
14,188 $1.48 Million
Q1 2023

May 15, 2023
SELL
$87.19 - $97.66 $39,409 - $44,142
-452 Reduced 2.33%
18,911 $1.85 Million
Q4 2022

Feb 14, 2023
SELL
$73.72 - $93.58 $20,641 - $26,202
-280 Reduced 1.43%
19,363 $1.69 Million
Q3 2022

Nov 14, 2022
BUY
$75.24 - $92.07 $39,350 - $48,152
523 Added 2.74%
19,643 $1.48 Million
Q2 2022

Aug 23, 2022
SELL
$76.95 - $95.23 $4.56 Million - $5.65 Million
-59,288 Reduced 75.61%
19,120 $1.48 Million
Q2 2022

Aug 15, 2022
BUY
$76.95 - $95.23 $6.03 Million - $7.47 Million
78,408 New
78,408 $2.2 Million

Others Institutions Holding GRID

# of Institutions
301
Shares Held
10.5M
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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