Legacy Capital Wealth Partners, LLC ETF Ser Sol Nationwide Nasdaq Transaction History

Legacy Capital Wealth Partners, LLC

$574 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$18.33 - $19.75 $54,146 - $58,341	2,954 Added 6.06%	51,716 $956,000
Q3 2022 Nov 14, 2022	BUY	$19.22 - $21.24 $18,451 - $20,390	960 Added 2.01%	48,762 $948,000
Q2 2022 Aug 12, 2022	BUY	$19.2 - $24.94 $20,908 - $27,159	1,089 Added 2.33%	47,802 $918,000
Q1 2022 May 16, 2022	SELL	$23.58 - $27.96 $15,161 - $17,978	-643 Reduced 1.36%	46,713 $1.15 Million
Q4 2021 Feb 14, 2022	BUY	$27.12 - $29.17 $95,842 - $103,086	3,534 Added 8.06%	47,356 $1.22 Million
Q3 2021 Nov 15, 2021	BUY	$27.46 - $28.84 $1.2 Million - $1.26 Million	43,822 New	43,822 $2.42 Million
Q2 2021 Aug 13, 2021	SELL	$26.14 - $28.15 $735,056 - $791,578	-28,120 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$26.54 - $28.4 $20,833 - $22,294	785 Added 2.87%	28,120 $754,000
Q4 2020 Feb 16, 2021	BUY	$25.69 - $27.67 $702,236 - $756,359	27,335 New	27,335 $752,000

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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