Hbw Advisory Services LLC ETF Ser Sol Nationwide Nasdaq Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	BUY	$20.08 - $22.14 $88,271 - $97,327	4,396 New	4,396 $89,000
Q3 2022 Oct 05, 2022	SELL	$19.22 - $21.24 $406,406 - $449,119	-21,145 Reduced 32.99%	42,959 $836,000
Q2 2022 Jul 13, 2022	SELL	$19.2 - $24.94 $5.71 Million - $7.41 Million	-297,227 Reduced 82.26%	64,104 $1.23 Million
Q1 2022 Apr 18, 2022	SELL	$23.58 - $27.96 $7.79 Million - $9.24 Million	-330,310 Reduced 47.76%	361,331 $8.87 Million
Q4 2021 Jan 11, 2022	BUY	$27.12 - $29.17 $5.38 Million - $5.78 Million	198,232 Added 40.18%	691,641 $19.3 Million
Q3 2021 Oct 08, 2021	BUY	$27.46 - $28.84 $3.12 Million - $3.28 Million	113,575 Added 29.9%	493,409 $13.5 Million
Q2 2021 Jul 15, 2021	BUY	$26.14 - $28.15 $3.05 Million - $3.28 Million	116,643 Added 44.32%	379,834 $10.7 Million
Q1 2021 Apr 13, 2021	BUY	$26.54 - $28.4 $2.03 Million - $2.18 Million	76,627 Added 41.07%	263,191 $7.06 Million
Q4 2020 Jan 12, 2021	BUY	$25.69 - $27.67 $2.07 Million - $2.23 Million	80,505 Added 75.91%	186,564 $5.13 Million
Q3 2020 Oct 14, 2020	BUY	$25.42 - $28.8 $2.49 Million - $2.82 Million	97,866 Added 1194.51%	106,059 $2.74 Million
Q2 2020 Jul 08, 2020	BUY	$23.8 - $27.58 $194,993 - $225,962	8,193 New	8,193 $223,000

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

$4.14 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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