Number of Shares
82,068.00
Current Holdings Value*
$9.28 Mil
% of Portfolio
0.8%
Total Estimate Gain
$2.01 Mil
% of Total Estimate Gain
20.49%

Blue Chip Partners, LLC's First Trust NASDAQ Clean Edge Smart Grid Infrastru Holding Summary

As of 2025-03-31, Blue Chip Partners, LLC held 82,068.00 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID), totaling $9.28 Mil. This investment constitutes 0.8% of their stock portfolio, and Blue Chip Partners, LLC now holds 0.47% of the outstanding First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID) stock.

The initial trade took place in 2025Q1. And since then Blue Chip Partners, LLC has made 1 purchases of GRID, at an average price of $119.72, for a total of 82,068.00 shares. Based on historical transaction data and GRID's current price of $144.25, Blue Chip Partners, LLC's estimated gain on his GRID holdings is $2.01 Mil, reflecting a 20.49% gain to date.

Blue Chip Partners, LLC GRID ($144.25) Holding Chart

Blue Chip Partners, LLC GRID ($144.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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