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Transform Wealth’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Transform Wealth’s Portfolio GRID Stock Details GRID Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,533
Closed -$1.02M – 254
2024
Q4 		$1.02M Buy
+8,533
New +$1.02M 0.06% 142