Moss Adams Wealth Advisors LLC Investment Managers Ser Tr Ii Transaction History

Moss Adams Wealth Advisors LLC

  • $946 Billion
  • Q4 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Investment Managers Ser Tr Ii stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 8,067 shares of NXTE stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,067
Previous 8,067 -0.0%
Holding current value
$0
Previous $273 Million 5.98%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
N/A
-8,040 Reduced 49.92%
8,067 $273 Million
Q2 2024

Jul 23, 2024
SELL
N/A
-31,829 Reduced 66.4%
16,107 $530 Million
Q1 2024

May 07, 2024
SELL
N/A
-875,882 Reduced 94.81%
47,936 $1.58 Billion
Q4 2023

Feb 06, 2024
BUY
N/A
22,851 Added 2.54%
923,818 $30.6 Billion
Q3 2023

Dec 20, 2023
BUY
N/A
15,840 Added 1.79%
900,967 $25.4 Billion
Q2 2023

Dec 20, 2023
BUY
N/A
20,382 Added 2.36%
885,127 $28.7 Billion
Q1 2023

Dec 20, 2023
BUY
N/A
39,709 Added 4.81%
864,745 $27.7 Billion
Q4 2022

Dec 20, 2023
BUY
N/A
825,036 New
825,036 $24.2 Billion

Others Institutions Holding NXTE

# of Institutions
15
Shares Held
618K
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SER TR II

NXTE Quotes by TradingView
  • Ticker NXTE
More about NXTE
Track This Portfolio

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email