LWMI
GRID icon

Legacy Wealth Management (Idaho)’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio GRID Stock Details GRID Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$521K Buy
3,747
+901
+32% +$125K 0.27% 48
2025
Q1 		$322K Buy
2,846
+269
+10% +$30.4K 0.23% 52
2024
Q4 		$311K Buy
2,577
+1,444
+127% +$174K 0.2% 57
2024
Q3 		$141K Buy
+1,133
New +$141K 0.08% 69