Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr Large Cap Value Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 459 shares of FTA stock, worth $35,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares

459

Previous 468 1.92%

Holding current value

$35,544

Previous $34,000 5.88%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$72.76 - $79.13 $654 - $712	-9 Reduced 1.92%	459 $36,000
Q2 2024 Aug 13, 2024	SELL	$72.36 - $76.0 $217 - $228	-3 Reduced 0.64%	468 $34,000
Q1 2024 Apr 30, 2024	SELL	$69.01 - $76.38 $12,283 - $13,595	-178 Reduced 27.43%	471 $35,000
Q4 2023 Jan 30, 2024	SELL	$61.6 - $71.44 $626,287 - $726,330	-10,167 Reduced 94.0%	649 $45,000
Q3 2023 Oct 17, 2023	SELL	$64.61 - $70.36 $36,440 - $39,683	-564 Reduced 4.96%	10,816 $700,000
Q2 2023 Jul 19, 2023	SELL	$62.32 - $67.04 $176,427 - $189,790	-2,831 Reduced 19.92%	11,380 $758,000
Q1 2023 May 10, 2023	BUY	$63.26 - $73.3 $864,890 - $1 Million	13,672 Added 2536.55%	14,211 $943,000
Q4 2022 Feb 14, 2023	SELL	$58.47 - $69.36 $7,601 - $9,016	-130 Reduced 19.43%	539 $35,000
Q3 2022 Oct 26, 2022	BUY	$57.68 - $69.23 $173 - $207	3 Added 0.45%	669 $38,000
Q2 2022 Aug 10, 2022	SELL	$61.01 - $72.65 $1,952 - $2,324	-32 Reduced 4.58%	666 $41,000
Q1 2022 May 13, 2022	SELL	$67.33 - $72.28 $538 - $578	-8 Reduced 1.13%	698 $49,000
Q4 2021 Feb 14, 2022	SELL	$64.95 - $69.91 $17,406 - $18,735	-268 Reduced 27.52%	706 $49,000
Q3 2021 Nov 02, 2021	SELL	$63.75 - $67.86 $62,666 - $66,706	-983 Reduced 50.23%	974 $62,000
Q2 2021 Jul 27, 2021	SELL	$63.99 - $68.35 $20,348 - $21,735	-318 Reduced 13.98%	1,957 $128,000
Q1 2021 May 11, 2021	BUY	$54.05 - $64.23 $122,963 - $146,123	2,275 New	2,275 $144,000

Others Institutions Holding FTA

# of Institutions

211

Shares Held

11.2M

Call Options Held

Put Options Held

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr Large Cap Value Transaction History