A detailed history of Mount Yale Investment Advisors, LLC transactions in Nu Holdings Ltd. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 132,609 shares of NU stock, worth $1.79 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
132,609
Previous 150,612 11.95%
Holding current value
$1.79 Million
Previous $1.94 Million 6.75%
% of portfolio
0.18%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$10.71 - $15.14 $192,812 - $272,565
-18,003 Reduced 11.95%
132,609 $1.81 Million
Q2 2024

Aug 13, 2024

SELL
$10.48 - $12.92 $521,652 - $643,105
-49,776 Reduced 24.84%
150,612 $1.94 Million
Q1 2024

May 15, 2024

BUY
$8.09 - $12.25 $1.62 Million - $2.45 Million
200,388 New
200,388 $2.39 Million

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 $48.2B
  • 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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.