Nelson, Van Denburg & Campbell Wealth Management Group, LLC Global X Fds Global X Autonomo Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	SELL	$23.02 - $27.76 $5,179 - $6,246	-225 Reduced 52.94%	200 $4,000
Q2 2023 Jul 19, 2023	BUY	$21.82 - $26.45 $4,691 - $5,686	215 Added 102.38%	425 $11,000
Q1 2023 May 10, 2023	SELL	$19.92 - $24.93 $10,736 - $13,437	-539 Reduced 71.96%	210 $5,000
Q4 2022 Feb 14, 2023	BUY	$19.39 - $23.39 $193 - $233	10 Added 1.35%	749 $14,000
Q3 2022 Oct 26, 2022	BUY	$20.12 - $26.11 $40 - $52	2 Added 0.27%	739 $14,000
Q1 2022 May 13, 2022	SELL	$23.97 - $31.55 $4,458 - $5,868	-186 Reduced 20.15%	737 $20,000
Q3 2021 Nov 02, 2021	BUY	$26.72 - $29.15 $26 - $29	1 Added 0.11%	923 $25,000
Q1 2021 May 11, 2021	BUY	$24.01 - $28.34 $16,855 - $19,894	702 Added 319.09%	922 $24,000
Q4 2020 Feb 09, 2021	BUY	$17.01 - $23.97 $3,742 - $5,273	220 New	220 $5,000

Others Institutions Holding DRIV

# of Institutions

154

Shares Held

4.05M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.3 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

476K
Shares

$11 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$7.93 Million
0.0% of portfolio
Cx Institutional

244K
Shares

$5.64 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.87 Million
0.15% of portfolio

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