Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$46.58 - $48.36 $173,277 - $179,899	-3,720 Reduced 59.74%	2,507 $121,000
Q3 2023 Oct 17, 2023	SELL	$47.15 - $47.94 $12,636 - $12,847	-268 Reduced 4.13%	6,227 $294,000
Q2 2023 Jul 19, 2023	SELL	$47.5 - $48.33 $159,695 - $162,485	-3,362 Reduced 34.11%	6,495 $309,000
Q1 2023 May 10, 2023	BUY	$47.34 - $48.21 $340,942 - $347,208	7,202 Added 271.26%	9,857 $471,000
Q4 2022 Feb 14, 2023	SELL	$46.64 - $47.85 $136,235 - $139,769	-2,921 Reduced 52.39%	2,655 $125,000
Q3 2022 Oct 26, 2022	BUY	$47.35 - $48.58 $139,824 - $143,456	2,953 Added 112.58%	5,576 $264,000
Q2 2022 Aug 10, 2022	BUY	$47.98 - $48.96 $623 - $636	13 Added 0.5%	2,623 $126,000
Q1 2022 May 13, 2022	SELL	$48.85 - $50.03 $121,148 - $124,074	-2,480 Reduced 48.72%	2,610 $127,000
Q4 2021 Feb 14, 2022	BUY	$49.97 - $50.67 $1,149 - $1,165	23 Added 0.45%	5,090 $254,000
Q3 2021 Nov 02, 2021	BUY	$50.52 - $50.94 $255,984 - $258,112	5,067 New	5,067 $256,000
Q3 2017 Nov 08, 2017	SELL	$51.97 - $51.99 $20,943 - $20,951	-403 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	403	403 $21,000

Others Institutions Holding LMBS

# of Institutions

418

Shares Held

70.9M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account