Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr Exchange Traded Fd Fi Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$15.91 - $18.25 $49,352 - $56,611	-3,102 Reduced 96.43%	115 $1,000
Q3 2023 Oct 17, 2023	SELL	$15.29 - $18.06 $11,727 - $13,852	-767 Reduced 19.25%	3,217 $56,000
Q2 2023 Jul 19, 2023	SELL	$14.3 - $16.14 $208,479 - $235,305	-14,579 Reduced 78.54%	3,984 $62,000
Q1 2023 May 10, 2023	BUY	$14.58 - $17.78 $270,648 - $330,050	18,563 New	18,563 $288,000

Others Institutions Holding FXN

# of Institutions

131

Shares Held

21.7M

Call Options Held

Put Options Held

International Assets Investment Management, LLC Orlando, FL

5.86M
Shares

$105 Million
0.28% of portfolio
Morgan Stanley New York, NY

2.9M
Shares

$52.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

2.26M
Shares

$40.6 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

2.1M
Shares

$37.8 Million
0.01% of portfolio
Ubs Group Ag

993K
Shares

$17.8 Million
0.0% of portfolio

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