Nelson, Van Denburg & Campbell Wealth Management Group, LLC Global X Funds Global X Altern Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$12.17 - $13.5 $18,255 - $20,250	-1,500 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$13.22 - $13.9 $19,830 - $20,850	1,500 New	1,500 $19,000

Others Institutions Holding ALTY

# of Institutions

Shares Held

1.22M

Call Options Held

Put Options Held

Andesa Financial Management Inc.

465K
Shares

$5.53 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

378K
Shares

$4.49 Million
0.0% of portfolio
Eudaimonia Partners, LLC Winchester, TN

71.4K
Shares

$848,862
0.2% of portfolio
Kingswood Wealth Advisors, LLC San Diego, CA

57.4K
Shares

$682,878
0.05% of portfolio
Triumph Capital Management

47.9K
Shares

$569,102
0.24% of portfolio

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