Wespac Advisors So Cal, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Wespac Advisors So Cal, LLC

  • $480 Million
  • Q4 2025

A detailed history of Wespac Advisors So Cal, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Wespac Advisors So Cal, LLC holds 52,588 shares of GRID stock, worth $8.03 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
52,588
Previous 20,237 159.86%
Holding current value
$8.03 Million
Previous $3.06 Million 162.68%
% of portfolio
1.67%
Previous 0.67%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$149.52 - $158.91 $4.84 Million - $5.14 Million
32,351 Added 159.86%
52,588 $8.03 Million
Q3 2025

Oct 22, 2025
BUY
$138.08 - $151.2 $2.79 Million - $3.06 Million
20,237 New
20,237 $3.06 Million

Others Institutions Holding GRID

# of Institutions
423
Shares Held
16.1M
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 Wespac Advisors So Cal, LLC Portfolio

Follow Wespac Advisors So Cal, 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 Wespac Advisors So Cal, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors So Cal, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email