Nelson, Van Denburg & Campbell Wealth Management Group, LLC Purchases in Q3 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
568
+ 57.03%
$53.07 - $62.66 $30.1K - $35.6K
1.56K $96K
CARR
Carrier Global Corp

Industrials
26
+ 1.11%
$61.9 - $80.88 $1.61K - $2.1K
2.37K $190K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
2.45K
+ 13.65%
$11.89 - $12.87 $29.2K - $31.6K
20.4K $259K
CALX
Calix, Inc

Technology
1.08K
+ 998.15%
$33.63 - $41.13 $36.3K - $44.3K
1.19K $45K
BMY
Bristol Myers Squibb CO

Healthcare
66
+ 1.77%
$39.66 - $51.75 $2.62K - $3.42K
3.79K $196K
AMGN
Amgen Inc

Healthcare
18
+ 0.49%
$309.38 - $337.38 $5.57K - $6.07K
3.73K $1.2M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1K
New
$38.81 - $41.41 $38.8K - $41.4K
1K $41K
SUB
Ishares Short Term National Mu

ETFs
391
+ 1955.0%
$104.3 - $106.3 $40.8K - $41.6K
411 $43K
BRSP
Bright Spire Capital, Inc.

Real Estate
7.27K
+ 363.07%
$5.12 - $6.64 $37.2K - $48.2K
9.27K $51K
FV
First Trust Dorsey Wright Focu

ETFs
661
+ 40.06%
$51.35 - $59.82 $33.9K - $39.5K
2.31K $134K
EAD
Allspring Income Opportunities Fund

Financial Services
4.98K
+ 58.43%
$6.65 - $7.13 $33.1K - $35.5K
13.5K $96K
CHD
Church & Dwight CO Inc

Consumer Defensive
215
+ 1.25%
$98.01 - $106.59 $21.1K - $22.9K
17.5K $1.83M
MIDD
Middleby Corp

Industrials
287
+ 820.0%
$119.13 - $144.82 $34.2K - $41.6K
322 $44K
EHC
Encompass Health Corp

Healthcare
418
New
$83.97 - $97.17 $35.1K - $40.6K
418 $40K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
16
+ 0.13%
$54.38 - $59.77 $870 - $956
12.1K $716K
SCHR
Schwab Intermediate Term Us Tr

ETFs
99
+ 0.54%
$48.4 - $50.91 $4.79K - $5.04K
18.4K $930K
ESLT
Elbit Systems LTD

Industrials
158
+ 49.07%
$178.1 - $204.36 $28.1K - $32.3K
480 $95K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1.59K
+ 17.87%
$23.47 - $23.74 $37.3K - $37.7K
10.5K $248K
WEC
Wec Energy Group, Inc.

Utilities
49
+ 2.5%
$77.68 - $96.19 $3.81K - $4.71K
2.01K $193K
DEUS
Xtrackers Russell Us Multifact

ETFs
19
+ 0.23%
$50.01 - $54.76 $950 - $1.04K
8.38K $459K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
3.15K
+ 20.44%
$10.1 - $10.68 $31.8K - $33.7K
18.6K $196K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
564
+ 16.36%
$39.98 - $43.99 $22.5K - $24.8K
4.01K $176K
NRG
Nrg Energy, Inc.

Utilities
23
+ 0.88%
$68.89 - $91.22 $1.58K - $2.1K
2.63K $239K
DSGX
Descartes Systems Group Inc

Technology
117
+ 2.82%
$93.79 - $104.9 $11K - $12.3K
4.27K $439K
PGF
Invesco Exchange Traded Fd Tr

ETFs
2.27K
+ 305.67%
$14.7 - $15.89 $33.3K - $36K
3.01K $47K
PAVE
Global X Fds Us Infrastructure

ETFs
254
+ 3.85%
$36.39 - $41.16 $9.24K - $10.5K
6.85K $281K
VKQ
Invesco Municipal Trust

Financial Services
3.16K
+ 19.15%
$9.81 - $10.44 $31K - $33K
19.6K $201K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
2.73K
+ 18.64%
$10.71 - $11.36 $29.2K - $31K
17.4K $195K
AFL
Aflac Inc

Financial Services
6
+ 0.38%
$88.52 - $111.8 $531 - $671
1.58K $176K
HBIO
Harvard Bioscience Inc

Healthcare
13.4K
+ 1118.14%
$2.64 - $3.54 $35.3K - $47.3K
14.6K $39K
MDB
Mongo Db, Inc.

Technology
30
+ 2.23%
$221.5 - $296.69 $6.65K - $8.9K
1.37K $371K
BCC
Boise Cascade CO

Basic Materials
46
+ 3.42%
$114.59 - $144.69 $5.27K - $6.66K
1.39K $196K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
3.01K
+ 104.74%
$10.52 - $11.24 $31.6K - $33.8K
5.88K $65K
HYG
Ishares Tr

ETFs
71
+ 0.76%
$76.72 - $80.36 $5.45K - $5.71K
9.35K $751K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
62
+ 7.6%
$256.4 - $289.78 $15.9K - $18K
878 $249K
DECK
Deckers Outdoor Corp

Consumer Cyclical
267
+ 2966.67%
$150.73 - $974.56 $40.2K - $260K
276 $43K
WRB
Berkley W R Corp

Financial Services
2.63K
+ 50.51%
$51.54 - $79.62 $135K - $209K
7.82K $443K
WY
Weyerhaeuser CO

Real Estate
19
+ 0.3%
$27.05 - $33.84 $514 - $643
6.44K $217K
SAP
Sap Se

Technology
12
+ 1.04%
$197.21 - $231.0 $2.37K - $2.77K
1.17K $268K
AON
Aon PLC

Financial Services
60
+ 23.08%
$293.16 - $351.06 $17.6K - $21.1K
320 $110K
BBY
Best Buy CO Inc

Consumer Cyclical
7
+ 0.4%
$80.23 - $103.29 $562 - $723
1.74K $179K
EQR
Equity Residential

Real Estate
42
+ 0.7%
$67.19 - $78.09 $2.82K - $3.28K
6.05K $450K
EPI
Wisdomtree Tr India Earnings F

ETFs
652
+ 113.79%
$47.41 - $50.82 $30.9K - $33.1K
1.23K $61K
DOV
Dover Corp

Industrials
167
+ 183.52%
$172.5 - $193.03 $28.8K - $32.2K
258 $49K
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 0.2%
$176.32 - $215.7 $353 - $431
992 $213K
NXPI
Nxp Semiconductors N.V.

Technology
142
+ 182.05%
$225.14 - $290.78 $32K - $41.3K
220 $52K
APG
A Pi Group Corp

Industrials
1K
New
$32.29 - $38.37 $32.3K - $38.4K
1K $32K
SE
Sea LTD

Consumer Cyclical
54
+ 4.61%
$59.94 - $94.83 $3.24K - $5.12K
1.23K $115K
DTE
Dte Energy CO

Utilities
50
+ 3.36%
$108.67 - $128.41 $5.43K - $6.42K
1.54K $197K
Activity Summary
Buys All Purchases 988 New Holdings 202 Increased Positions 786 Sells All Sells 685 Reductions 684 Sold out 1 Options Calls 0 Puts 0
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