Capital Advisory Group Advisory Services, LLC ETF Ser Sol Nationwide Nasdaq Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 18, 2023	SELL	$20.08 - $22.14 $3,955 - $4,361	-197 Reduced 1.76%	10,985 $221,000
Q2 2023 Jul 13, 2023	BUY	$19.3 - $21.64 $15,324 - $17,182	794 Added 7.64%	11,182 $241,000
Q1 2023 Apr 19, 2023	BUY	$18.31 - $19.89 $190,204 - $206,617	10,388 New	10,388 $204,000
Q3 2022 Nov 07, 2022	SELL	$19.22 - $21.24 $19,489 - $21,537	-1,014 Reduced 7.59%	12,349 $240,000
Q1 2022 Apr 29, 2022	BUY	$23.58 - $27.96 $315,099 - $373,629	13,363 New	13,363 $328,000
Q4 2021 Feb 15, 2022	SELL	$27.12 - $29.17 $370,296 - $398,287	-13,654 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$27.46 - $28.84 $374,938 - $393,781	13,654 New	13,654 $375,000

Others Institutions Holding NUSI

# of Institutions

Shares Held

1.73M

Call Options Held

2.2K

Put Options Held

100

Stifel Financial Corp St. Louis, MO

232K
Shares

$6.01 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

160K
Shares

$4.15 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

160K
Shares

$4.15 Million
0.01% of portfolio
Pfg Investments, LLC Woodbury, NY

103K
Shares

$2.66 Million
0.17% of portfolio
Goldstone Financial Group, LLC Oakbrook Terrace, IL

91.9K
Shares

$2.38 Million
0.41% of portfolio

View Full List

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