A detailed history of Lwm Advisory Services, LLC transactions in Nu Holdings Ltd. stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 69,425 shares of NU stock, worth $719,243. This represents 0.72% of its overall portfolio holdings.

Number of Shares
69,425
Previous 69,425 -0.0%
Holding current value
$719,243
Previous $894,000 5.93%
% of portfolio
0.72%
Previous 0.77%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$8.09 - $12.25 $122,175 - $184,999
15,102 Added 27.8%
69,425 $828,000
Q4 2023

Feb 05, 2024

BUY
$6.84 - $8.83 $112,353 - $145,041
16,426 Added 43.34%
54,323 $452,000
Q3 2023

Nov 02, 2023

SELL
$6.81 - $8.18 $105,881 - $127,182
-15,548 Reduced 29.09%
37,897 $274,000
Q2 2023

Aug 07, 2023

BUY
$4.42 - $7.89 $145,210 - $259,210
32,853 Added 159.54%
53,445 $421,000
Q1 2023

May 02, 2023

SELL
$3.48 - $5.34 $42,671 - $65,479
-12,262 Reduced 37.32%
20,592 $98,000
Q4 2022

Feb 07, 2023

BUY
$3.74 - $5.09 $61,433 - $83,608
16,426 Added 99.99%
32,854 $133,000
Q3 2022

Nov 16, 2022

BUY
$3.77 - $5.52 $61,933 - $90,682
16,428 New
16,428 $72,000

Others Institutions Holding NU

About Nu Holdings Ltd.


  • Ticker NU
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,561,860,096
  • Market Cap $36.9B
  • Description
  • Nu Holdings Ltd. operates as a digital financial services platform and technology company primarily in Brazil, Mexico, and Colombia. It offers Nu credit and debit cards; Ultraviolet credit and debit cards; and mobile payment solutions for NuAccount customers to make and receive transfers, pay bills, and make everyday purchases through their mobi...
More about NU
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