Gitterman Wealth Management, LLC GRID Holdings History
Gitterman Wealth Management, LLC's First Trust NASDAQ Clean Edge Smart Grid Infrastru Holding Summary
As of 2025-03-31, Gitterman Wealth Management, LLC held 244,088.00 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID), totaling $27.61 Mil. This investment constitutes 7.33% of their stock portfolio, and Gitterman Wealth Management, LLC now holds 1.41% of the outstanding First Trust NASDAQ Clean Edge Smart Grid Infrastru(GRID) stock.
The initial trade took place in 2024Q1. And since then Gitterman Wealth Management, LLC has made 4 purchases of GRID, at an average price of $109.92, for a total of 252,088.00 shares. In addition, there have been 1 sales at an average price of $116.48 for 8,000.00 shares. Based on historical transaction data and GRID's current price of $145.26, Gitterman Wealth Management, LLC's estimated gain on his GRID holdings is $8.68 Mil, reflecting a 31.32% gain to date.
Gitterman Wealth Management, LLC GRID ($145.26) Holding Chart
Gitterman Wealth Management, LLC GRID ($145.26) 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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