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

53

Shares Held

1.38M

Call Options Held

2.2K

Put Options Held

100

Stifel Financial Corp St. Louis, MO

232K
Shares

$6.11 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

160K
Shares

$4.22 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

160K
Shares

$4.21 Million
0.01% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

90.2K
Shares

$2.38 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

71.4K
Shares

$1.88 Million
0.0% of portfolio

About ETF SER SOL NATIONWIDE NASDAQ-

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