Chicago Partners Investment Group LLC ETF Ser Sol Nationwide Nasdaq Transaction History

Chicago Partners Investment Group LLC

$2.84 Billion
Q1 2025

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$25.19 - $26.8 $3,702 - $3,939	-147 Reduced 0.57%	25,444 $663,000
Q3 2024 Oct 28, 2024	SELL	$23.36 - $25.92 $550,408 - $610,727	-23,562 Reduced 47.94%	25,591 $653,000
Q2 2024 Jul 31, 2024	BUY	$11.36 - $25.52 $5,271 - $11,841	464 Added 0.95%	49,153 $1.24 Million
Q1 2024 Apr 25, 2024	SELL	$21.93 - $23.61 $22,851 - $24,601	-1,042 Reduced 2.1%	48,689 $1.15 Million
Q4 2023 Feb 23, 2024	SELL	$19.45 - $22.47 $22,970 - $26,537	-1,181 Reduced 2.32%	49,731 $1.11 Million
Q3 2023 Oct 26, 2023	SELL	$20.08 - $22.14 $32,449 - $35,778	-1,616 Reduced 3.08%	50,912 $1.03 Million
Q2 2023 Aug 07, 2023	SELL	$19.3 - $21.64 $554,759 - $622,020	-28,744 Reduced 35.37%	52,528 $1.13 Million
Q1 2023 Apr 26, 2023	SELL	$18.31 - $19.89 $344,923 - $374,687	-18,838 Reduced 18.82%	81,272 $1.6 Million
Q4 2022 Feb 09, 2023	SELL	$18.33 - $19.75 $139,711 - $150,534	-7,622 Reduced 7.07%	100,110 $1.85 Million
Q3 2022 Nov 09, 2022	SELL	$19.22 - $21.24 $205,250 - $226,821	-10,679 Reduced 9.02%	107,732 $2.04 Million
Q2 2022 Aug 04, 2022	BUY	$19.2 - $24.94 $47,539 - $61,751	2,476 Added 2.14%	118,411 $2.38 Million
Q1 2022 May 20, 2022	SELL	$23.58 - $27.96 $42,538 - $50,439	-1,804 Reduced 1.53%	115,935 $2.58 Million
Q4 2021 Feb 15, 2022	BUY	$27.12 - $29.17 $16,488 - $17,735	608 Added 0.52%	117,739 $2.94 Million
Q3 2021 Nov 12, 2021	BUY	$27.46 - $28.84 $643,552 - $675,894	23,436 Added 25.01%	117,131 $0
Q2 2021 Aug 02, 2021	BUY	$26.14 - $28.15 $52,462 - $56,497	2,007 Added 2.19%	93,695 $2.67 Million
Q1 2021 Apr 28, 2021	BUY	$26.54 - $28.4 $585,047 - $626,049	22,044 Added 31.65%	91,688 $2.55 Million
Q4 2020 Jan 27, 2021	BUY	$25.69 - $27.67 $20,988 - $22,606	817 Added 1.19%	69,644 $1.94 Million
Q3 2020 Nov 06, 2020	BUY	$25.42 - $28.8 $477,514 - $541,008	18,785 Added 37.54%	68,827 $1.81 Million
Q2 2020 Jul 31, 2020	BUY	$23.8 - $27.58 $1.19 Million - $1.38 Million	50,042 New	50,042 $1.37 Million

Others Institutions Holding NUSI

# of Institutions

6

Shares Held

66K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

30.8K
Shares

$1.52 Million
0.0% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.7K
Shares

$727,310
0.0% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

13K
Shares

$643,641
0.16% of portfolio
American Portfolios Advisors Holbrook, NY

5.39K
Shares

$266,733
0.0% of portfolio
Fin Trust Capital Advisors, LLC

1.08K
Shares

$53,208
0.0% of portfolio

About ETF SER SOL NATIONWIDE NASDAQ-

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