Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Exchange Traded Fd Tr 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
Q3 2023 Oct 17, 2023	BUY	$41.42 - $140.41 $3,976 - $13,479	96 Added 200.0%	144 $6,000
Q1 2023 May 10, 2023	BUY	$99.23 - $123.56 $4,763 - $5,930	48 New	48 $5,000

Others Institutions Holding PSI

# of Institutions

138

Shares Held

3.85M

Call Options Held

5.1K

Put Options Held

1.7K

Lpl Financial LLC Fort Mill, SC

559K
Shares

$31.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

291K
Shares

$16.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

279K
Shares

$15.7 Million
0.0% of portfolio
Ubs Group Ag

210K
Shares

$11.8 Million
0.0% of portfolio
Captrust Financial Advisors Raleigh, NC

193K
Shares

$10.9 Million
0.03% of portfolio

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