Western Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Western Wealth Management, LLC

  • $1.8 Billion
  • Q3 2025

A detailed history of Western Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Western Wealth Management, LLC holds 2,505 shares of GRID stock, worth $382,538. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,505
Previous 1,574 59.15%
Holding current value
$382,538
Previous $218,000 73.39%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 05, 2025
BUY
$138.08 - $151.2 $128,552 - $140,767
931 Added 59.15%
2,505 $378,000
Q2 2025

Aug 08, 2025
SELL
$101.69 - $139.02 $47,387 - $64,783
-466 Reduced 22.84%
1,574 $218,000
Q1 2025

Apr 23, 2025
BUY
$113.13 - $127.79 $113 - $127
1 Added 0.05%
2,040 $230,000
Q4 2024

Apr 15, 2025
BUY
$119.34 - $127.78 $243,334 - $260,543
2,039 New
2,039 $243,000
Q3 2024

Nov 12, 2024
BUY
$110.06 - $128.44 $220 - $256
2 Added 0.1%
2,004 $255,000
Q2 2024

Jul 19, 2024
BUY
$109.73 - $121.69 $438 - $486
4 Added 0.2%
2,002 $231,000
Q1 2024

May 02, 2024
BUY
$98.77 - $114.86 $395 - $459
4 Added 0.2%
1,998 $228,000
Q4 2023

Jan 31, 2024
BUY
$85.32 - $105.07 $170,128 - $209,509
1,994 New
1,994 $208,000
Q3 2022

Nov 04, 2022
BUY
$75.24 - $92.07 $69,822 - $85,440
928 Added 23.69%
4,845 $366,000
Q2 2022

Jul 18, 2022
BUY
$76.95 - $95.23 $538 - $666
7 Added 0.18%
3,917 $303,000
Q1 2022

May 10, 2022
SELL
$83.69 - $103.52 $79,254 - $98,033
-947 Reduced 19.5%
3,910 $368,000
Q4 2021

Feb 14, 2022
BUY
$92.42 - $105.89 $448,883 - $514,307
4,857 New
4,857 $497,000

Others Institutions Holding GRID

# of Institutions
395
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
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