Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Msci Usa Size Factor E Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

Number of Shares

Holding current value

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$133.02 - $141.34 $0 - $0	0 New	0 $0
Q4 2021 Feb 14, 2022	SELL	$127.59 - $138.97 $637 - $694	-5 Reduced 62.5%	3 $0
Q2 2021 Jul 27, 2021	SELL	$121.36 - $129.63 $29,490 - $31,500	-243 Reduced 96.81%	8 $1,000
Q1 2021 May 11, 2021	BUY	$109.42 - $121.99 $27,464 - $30,619	251 New	251 $30,000

Others Institutions Holding SIZE

# of Institutions

Shares Held

1.67M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

429K
Shares

$63.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

358K
Shares

$53.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

182K
Shares

$27.1 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$25.4 Million
26.69% of portfolio
Trinity Wealth Management, LLC

108K
Shares

$16.1 Million
7.45% of portfolio

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