Beam Wealth Advisors, Inc. ETF Ser Sol Nationwide Nasdaq Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

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 16,547 shares of NUSI stock, worth $434,027. This represents 0.13% of its overall portfolio holdings.

Number of Shares

16,547

Previous 17,213 3.87%

Holding current value

$434,027

Previous $433,000 2.54%

% of portfolio

0.13%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$23.36 - $25.92 $15,557 - $17,262	-666 Reduced 3.87%	16,547 $422,000
Q2 2024 Aug 07, 2024	SELL	$11.36 - $25.52 $852 - $1,914	-75 Reduced 0.43%	17,213 $433,000
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 - $19.75 $58,564 - $63,101	-3,195 Reduced 11.79%	23,901 $0
Q3 2022 Oct 20, 2022	BUY	$19.22 - $21.24 $34,884 - $38,550	1,815 Added 7.18%	27,096 $527,000
Q2 2022 Aug 01, 2022	BUY	$19.2 - $24.94 $15,648 - $20,326	815 Added 3.33%	25,281 $485,000
Q1 2022 Apr 26, 2022	BUY	$23.58 - $27.96 $8,535 - $10,121	362 Added 1.5%	24,466 $601,000
Q4 2021 Jan 14, 2022	BUY	$27.12 - $29.17 $17,736 - $19,077	654 Added 2.79%	24,104 $673,000
Q3 2021 Oct 14, 2021	BUY	$27.46 - $28.84 $643,937 - $676,298	23,450 New	23,450 $644,000

Others Institutions Holding NUSI

# of Institutions

Shares Held

2.33M

Call Options Held

300

Put Options Held

View Full List

About ETF SER SOL NATIONWIDE NASDAQ-

Ticker NUSI
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Beam Wealth Advisors, Inc. ETF Ser Sol Nationwide Nasdaq Transaction History