Whalen Wealth Management Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Whalen Wealth Management Inc.

  • $186 Billion
  • Q4 2025

A detailed history of Whalen Wealth Management Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 1,479 shares of GRID stock, worth $225,858. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,479
Previous 2,278 35.07%
Holding current value
$225,858
Previous $344 Million 34.24%
% of portfolio
0.12%
Previous 0.2%

Shares

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

Jan 20, 2026
SELL
$149.52 - $158.91 $119,466 - $126,969
-799 Reduced 35.07%
1,479 $226 Million
Q3 2025

Oct 09, 2025
BUY
$138.08 - $151.2 $314,546 - $344,433
2,278 New
2,278 $344 Million

Others Institutions Holding GRID

# of Institutions
429
Shares Held
16.6M
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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