Concord Wealth Partners ETF Ser Sol Nationwide Nasdaq Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in ETF Ser Sol Nationwide Nasdaq stock. As of the latest transaction made, Concord Wealth Partners holds 364 shares of NUSI stock, worth $9,547. This represents 0.0% of its overall portfolio holdings.

Number of Shares
364
Previous 357 1.96%
Holding current value
$9,547
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024
BUY
$23.36 - $25.92 $163 - $181
7 Added 1.96%
364 $9,000
Q2 2024

Jul 31, 2024
BUY
$11.36 - $25.52 $79 - $178
7 Added 2.0%
357 $8,000
Q1 2024

Apr 30, 2024
BUY
$21.93 - $23.61 $131 - $141
6 Added 1.74%
350 $8,000
Q4 2023

Apr 30, 2024
BUY
$19.45 - $22.47 $136 - $157
7 Added 2.08%
344 $7,000
Q4 2023

Feb 05, 2024
BUY
$19.45 - $22.47 $136 - $157
7 Added 2.08%
344 $7,000
Q3 2023

Apr 30, 2024
SELL
$20.08 - $22.14 $140 - $154
-7 Reduced 2.03%
337 $6,000
Q3 2023

Oct 25, 2023
SELL
$20.08 - $22.14 $26,967 - $29,734
-1,343 Reduced 79.94%
337 $6,000
Q2 2023

Aug 07, 2023
BUY
$19.3 - $21.64 $115 - $129
6 Added 0.36%
1,680 $36,000
Q1 2023

Apr 26, 2023
BUY
$18.31 - $19.89 $109 - $119
6 Added 0.36%
1,674 $32,000
Q4 2022

Jan 27, 2023
BUY
$18.33 - $19.75 $30,574 - $32,943
1,668 New
1,668 $30,000
Q2 2022

Aug 04, 2022
SELL
$19.2 - $24.94 $51,456 - $66,839
-2,680 Reduced 61.82%
1,655 $32,000
Q1 2022

Apr 20, 2022
BUY
$23.58 - $27.96 $1,344 - $1,593
57 Added 1.33%
4,335 $106,000
Q4 2021

Jan 21, 2022
BUY
$27.12 - $29.17 $116,019 - $124,789
4,278 New
4,278 $119,000

Others Institutions Holding NUSI

# of Institutions
70
Shares Held
2.33M
Call Options Held
300
Put Options Held
0
View Full List

About ETF SER SOL NATIONWIDE NASDAQ-

NUSI Quotes by TradingView
  • Ticker NUSI
  • Sector ETFs
  • Industry ETFs
More about NUSI
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email