Wealth Enhancement Advisory Services, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Wealth Enhancement Advisory Services, LLC

$65.4 Billion
Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,050 shares of GRID stock, worth $923,895. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,050

Previous 5,041 20.02%

Holding current value

$923,895

Previous $761,000 21.29%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	$149.52 - $158.91 $150,865 - $160,340	1,009 Added 20.02%	6,050 $923,000
Q3 2025 Oct 29, 2025	BUY	$138.08 - $151.2 $142,222 - $155,736	1,030 Added 25.68%	5,041 $761,000
Q2 2025 Jul 10, 2025	SELL	$101.69 - $139.02 $28,269 - $38,647	-278 Reduced 6.48%	4,011 $557,000
Q1 2025 Apr 16, 2025	BUY	$113.13 - $127.79 $110,641 - $124,978	978 Added 29.54%	4,289 $485,000
Q4 2024 Mar 17, 2025	BUY	$119.34 - $127.78 $56,209 - $60,184	471 Added 16.58%	3,311 $395,000

Q3 2024 Oct 23, 2024	BUY	$110.06 - $128.44 $312,570 - $364,769	2,840 New	2,840 $361,000

Others Institutions Holding GRID

# of Institutions

429

Shares Held

16.2M

Call Options Held

Put Options Held

5.9K

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
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Wealth Enhancement Advisory Services, LLC First Tr Nasdaq Clean Edge Sma Transaction History