Nelson, Van Denburg & Campbell Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Tip 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
Q2 2024 Aug 13, 2024	SELL	$25.0 - $25.54 $36,675 - $37,467	-1,467 Reduced 90.22%	159 $4,000
Q1 2024 Apr 30, 2024	BUY	$25.3 - $25.89 $36,381 - $37,229	1,438 Added 764.89%	1,626 $41,000
Q1 2023 May 10, 2023	SELL	$25.69 - $26.67 $101,347 - $105,213	-3,945 Reduced 95.45%	188 $5,000
Q4 2022 Feb 14, 2023	SELL	$25.28 - $26.67 $27,277 - $28,776	-1,079 Reduced 20.7%	4,133 $106,000
Q3 2022 Oct 26, 2022	SELL	$25.36 - $28.61 $304 - $343	-12 Reduced 0.23%	5,212 $132,000
Q2 2022 Aug 10, 2022	SELL	$27.4 - $29.93 $334,965 - $365,894	-12,225 Reduced 70.06%	5,224 $143,000
Q1 2022 May 13, 2022	BUY	$29.85 - $31.38 $9,969 - $10,480	334 Added 1.95%	17,449 $528,000
Q4 2021 Feb 14, 2022	SELL	$31.08 - $31.92 $52,587 - $54,008	-1,692 Reduced 9.0%	17,115 $539,000
Q3 2021 Nov 02, 2021	SELL	$30.98 - $31.82 $4,492 - $4,613	-145 Reduced 0.77%	18,807 $584,000
Q2 2021 Jul 27, 2021	BUY	$30.43 - $31.14 $1,217 - $1,245	40 Added 0.21%	18,952 $590,000
Q1 2021 May 11, 2021	BUY	$30.22 - $31.24 $279,232 - $288,657	9,240 Added 95.53%	18,912 $577,000
Q4 2020 Feb 09, 2021	BUY	$30.37 - $31.17 $293,738 - $301,476	9,672 New	9,672 $301,000

Others Institutions Holding SPIP

# of Institutions

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.1 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.7 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.3 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

View Full List

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