Institutional & Family Asset Management, LLC ETF Ser Sol Nationwide Nasdaq Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$27.12 - $29.17 $477,881 - $514,004	-17,621 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$27.46 - $28.84 $226,242 - $237,612	8,239 Added 87.82%	17,621 $484,000
Q2 2021 Aug 10, 2021	SELL	$26.14 - $28.15 $214,661 - $231,167	-8,212 Reduced 46.68%	9,382 $264,000
Q1 2021 May 06, 2021	BUY	$26.54 - $28.4 $58,228 - $62,309	2,194 Added 14.25%	17,594 $472,000
Q4 2020 Feb 03, 2021	BUY	$25.69 - $27.67 $323,694 - $348,642	12,600 Added 450.0%	15,400 $424,000
Q3 2020 Oct 30, 2020	BUY	$25.42 - $28.8 $71,176 - $80,640	2,800 New	2,800 $72,000

Others Institutions Holding NUSI

# of Institutions

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

View Full List

About ETF SER SOL NATIONWIDE NASDAQ-

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