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

Hb Wealth Management, LLC

$9.29 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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 - $19.75 $91 - $98	5 Added 0.01%	54,943 $0
Q3 2022 Oct 19, 2022	SELL	$19.22 - $21.24 $24,467 - $27,038	-1,273 Reduced 2.26%	54,938 $1.07 Million
Q2 2022 Jul 15, 2022	SELL	$19.2 - $24.94 $14.2 Million - $18.4 Million	-737,077 Reduced 92.91%	56,211 $1.08 Million
Q1 2022 May 16, 2022	BUY	$23.58 - $27.96 $18.7 Million - $22.2 Million	793,288 New	793,288 $19.5 Million

Others Institutions Holding NUSI

# of Institutions

66

Shares Held

1.73M

Call Options Held

2.2K

Put Options Held

100

Stifel Financial Corp St. Louis, MO

232K
Shares

$6.01 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

160K
Shares

$4.15 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

160K
Shares

$4.15 Million
0.01% of portfolio
Pfg Investments, LLC Woodbury, NY

103K
Shares

$2.66 Million
0.17% of portfolio
Goldstone Financial Group, LLC Oakbrook Terrace, IL

91.9K
Shares

$2.38 Million
0.41% of portfolio

About ETF SER SOL NATIONWIDE NASDAQ-

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