Goldstone Financial Group, LLC ETF Ser Sol Nationwide Nasdaq Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 28, 2024	BUY	$23.36 - $25.92 $2.15 Million - $2.38 Million	91,858 New	91,858 $2.35 Billion
Q2 2024 Jan 15, 2025	BUY	$11.36 - $25.52 $1.07 Million - $2.4 Million	93,911 New	93,911 $2.37 Billion
Q1 2024 Jan 15, 2025	BUY	$21.93 - $23.61 $271,317 - $292,102	12,372 Added 23.67%	64,633 $1.53 Billion
Q4 2023 Jan 15, 2025	SELL	$19.45 - $22.47 $95,577 - $110,417	-4,914 Reduced 8.59%	52,261 $1.17 Billion
Q3 2023 Jan 15, 2025	BUY	$20.08 - $22.14 $357,725 - $394,424	17,815 Added 45.26%	57,175 $1.15 Billion
Q2 2023 Jan 15, 2025	BUY	$19.3 - $21.64 $435,099 - $487,852	22,544 Added 134.06%	39,360 $848 Million
Q1 2023 Jan 15, 2025	BUY	$18.31 - $19.89 $307,900 - $334,470	16,816 New	16,816 $330 Million

Others Institutions Holding NUSI

# of Institutions

16

Shares Held

329K

Call Options Held

2.2K

Put Options Held

100

Advisor Group Holdings, Inc. Phoenix, AZ

145K
Shares

$3.89 Million
0.01% of portfolio
Rovin Capital

43.8K
Shares

$1.17 Million
0.41% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

30.8K
Shares

$825,801
0.0% of portfolio
Chicago Partners Investment Group LLC

25.4K
Shares

$682,153
0.02% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.7K
Shares

$394,321
0.0% of portfolio

About ETF SER SOL NATIONWIDE NASDAQ-

Ticker NUSI
Sector ETFs
Industry ETFs

More about NUSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.