A detailed history of Beam Wealth Advisors, Inc. transactions in ETF Ser Sol Nationwide Nasdaq stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 17,288 shares of NUSI stock, worth $443,264. This represents 0.25% of its overall portfolio holdings.

Number of Shares
17,288
Previous 16,977 1.83%
Holding current value
$443,264
Previous $380,000 7.37%
% of portfolio
0.25%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$21.93 - $23.61 $6,820 - $7,342
311 Added 1.83%
17,288 $408,000
Q4 2023

Jan 30, 2024

SELL
$19.45 - $22.47 $27,580 - $31,862
-1,418 Reduced 7.71%
16,977 $380,000
Q3 2023

Oct 26, 2023

SELL
$20.08 - $22.14 $31,144 - $34,339
-1,551 Reduced 7.78%
18,395 $370,000
Q2 2023

Jul 26, 2023

SELL
$19.3 - $21.64 $30,416 - $34,104
-1,576 Reduced 7.32%
19,946 $429,000
Q1 2023

Apr 26, 2023

SELL
$18.31 - $19.89 $43,559 - $47,318
-2,379 Reduced 9.95%
21,522 $422,000
Q4 2022

Jan 20, 2023

SELL
$18.33 - $19.46 $58,564 - $62,174
-3,195 Reduced 11.79%
23,901 $0
Q3 2022

Oct 20, 2022

BUY
N/A
1,815 Added 7.18%
27,096 $527,000
Q2 2022

Aug 01, 2022

BUY
N/A
815 Added 3.33%
25,281 $485,000
Q1 2022

Apr 26, 2022

BUY
N/A
362 Added 1.5%
24,466 $601,000
Q4 2021

Jan 14, 2022

BUY
N/A
654 Added 2.79%
24,104 $673,000
Q3 2021

Oct 14, 2021

BUY
N/A
23,450 New
23,450 $644,000

Others Institutions Holding NUSI

About ETF SER SOL NATIONWIDE NASDAQ-


  • Ticker NUSI
  • Sector ETFs
  • Industry ETFs
More about NUSI
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. 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 Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.