Hb Wealth Management, LLC ETF Ser Sol Nationwide Nasdaq Transaction History

Hb Wealth Management, LLC

$7.99 Billion
Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in ETF Ser Sol Nationwide Nasdaq stock. As of the latest transaction made, Hb Wealth Management, LLC holds 30,001 shares of NUSI stock, worth $769,225. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,001

Previous 37,865 20.77%

Holding current value

$769,225

Previous $848,000 16.51%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$21.93 - $23.61 $172,457 - $185,669	-7,864 Reduced 20.77%	30,001 $708,000
Q4 2023 Jan 16, 2024	SELL	$19.45 - $22.47 $1,964 - $2,269	-101 Reduced 0.27%	37,865 $848,000
Q3 2023 Oct 13, 2023	SELL	$20.08 - $22.14 $235,056 - $259,170	-11,706 Reduced 23.57%	37,966 $765,000
Q2 2023 Jul 13, 2023	SELL	$19.3 - $21.64 $101,826 - $114,172	-5,276 Reduced 9.6%	49,672 $1.07 Million
Q1 2023 Apr 13, 2023	BUY	$18.31 - $19.89 $91 - $99	5 Added 0.01%	54,948 $1.08 Million

Q4 2022 Jan 20, 2023	BUY	$18.33 - $19.46 $91 - $97	5 Added 0.01%	54,943 $0
Q3 2022 Oct 19, 2022	SELL	N/A	-1,273 Reduced 2.26%	54,938 $1.07 Million
Q2 2022 Jul 15, 2022	SELL	N/A	-737,077 Reduced 92.91%	56,211 $1.08 Million
Q1 2022 May 16, 2022	BUY	N/A	793,288 New	793,288 $19.5 Million

Others Institutions Holding NUSI

# of Institutions

Shares Held

2.6M

Call Options Held

2.5K

Put Options Held

View Full List

About ETF SER SOL NATIONWIDE NASDAQ-

Ticker NUSI
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Hb Wealth Management, LLC ETF Ser Sol Nationwide Nasdaq Transaction History