Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tr Us Multifactor F Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	BUY	$38.17 - $39.78 $7,519 - $7,836	197 Added 4.26%	4,819 $185,000
Q2 2023 Jul 19, 2023	BUY	$36.45 - $38.77 $16,985 - $18,066	466 Added 11.21%	4,622 $179,000
Q1 2023 May 10, 2023	BUY	$35.65 - $39.59 $148,161 - $164,536	4,156 New	4,156 $156,000

Others Institutions Holding USMF

# of Institutions

Shares Held

5.16M

Call Options Held

Put Options Held

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$67.6 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$62.4 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$24.3 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

368K
Shares

$19.3 Million
10.7% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$16 Million
0.02% of portfolio

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About WISDOMTREE TR US MULTIFACTOR F

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