Nelson, Van Denburg & Campbell Wealth Management Group, LLC Sells 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
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-316K
- 99.32%
$22.61 - $22.79 $7.15M - $7.2M
2.17K $49K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-62.9K
- 28.17%
$94.31 - $103.26 $5.93M - $6.49M
160K $16.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-27.7K
- 27.27%
$179.99 - $201.6 $4.98M - $5.58M
73.8K $14.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-35K
- 47.1%
$92.63 - $105.69 $3.24M - $3.7M
39.3K $4.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-14K
- 45.53%
$173.36 - $189.8 $2.42M - $2.65M
16.7K $3.17M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-61K
- 67.2%
$32.04 - $37.11 $1.96M - $2.26M
29.8K $1.08M
BA
Boeing CO

Industrials
-64
- 0.1%
$152.04 - $190.6 $9.73K - $12.2K
63.4K $9.65M
XLI
Industrial Sector Spdr

ETFs
-13.1K
- 47.8%
$120.56 - $135.44 $1.59M - $1.78M
14.4K $1.94M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-17.3K
- 40.38%
$81.31 - $83.29 $1.41M - $1.44M
25.6K $2.12M
GOOGL
Alphabet Inc.

Communication Services
-720
- 1.08%
$148.65 - $191.18 $107K - $138K
65.6K $10.9M
SYLD
Cambria Shareholder Yld ETF

ETFs
-13.9K
- 73.36%
$66.68 - $72.81 $926K - $1.01M
5.04K $364K
NVDA
Nvidia Corp

Technology
-4.24K
- 2.19%
$98.91 - $134.91 $420K - $572K
190K $23.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-41.4K
- 34.62%
$25.45 - $29.53 $1.05M - $1.22M
78.2K $2.28M
VEA
Vanguard Ftse Developed Market

ETFs
-54.7K
- 9.03%
$47.6 - $53.31 $2.6M - $2.91M
550K $29.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14.3K
- 16.54%
$105.53 - $118.34 $1.51M - $1.7M
72.3K $8.46M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-16.1K
- 30.5%
$60.13 - $68.17 $966K - $1.09M
36.6K $2.48M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-17.1K
- 31.57%
$47.54 - $52.58 $812K - $898K
37K $1.95M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.49K
- 65.91%
$89.91 - $101.33 $763K - $860K
4.39K $430K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-7.61K
- 23.23%
$113.41 - $125.62 $863K - $956K
25.2K $3.16M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-21.5K
- 47.3%
$38.04 - $45.36 $818K - $975K
24K $1.07M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.16K
- 22.24%
$103.87 - $117.59 $744K - $842K
25K $2.94M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4.12K
- 74.21%
$156.14 - $187.2 $643K - $771K
1.43K $264K
WMB
Williams Companies, Inc.

Energy
-13.9K
- 72.1%
$41.24 - $46.22 $571K - $640K
5.36K $244K
OVV
Ovintiv Inc.

Energy
-10.5K
- 99.95%
$37.0 - $48.89 $389K - $514K
5 $0
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-39.5K
- 44.27%
$12.25 - $12.54 $483K - $495K
49.7K $623K
HON
Honeywell International Inc

Industrials
-1.65K
- 9.24%
$196.73 - $220.21 $325K - $364K
16.2K $3.36M
COP
Conocophillips

Energy
-1.55K
- 4.8%
$102.3 - $116.61 $158K - $181K
30.7K $3.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.8K
- 11.89%
$57.32 - $62.65 $849K - $928K
110K $6.84M
CVX
Chevron Corp

Energy
-1.26K
- 4.43%
$137.88 - $161.97 $173K - $204K
27.1K $3.99M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-18.8K
- 97.67%
$23.54 - $26.35 $443K - $496K
450 $11K
BUG
Global X Fds Cybersecurity ETF

ETFs
-14.4K
- 59.61%
$27.33 - $31.1 $393K - $448K
9.75K $301K
QCOM
Qualcomm Inc

Technology
-203
- 1.66%
$156.12 - $209.64 $31.7K - $42.6K
12K $2.05M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-13.7K
- 5.82%
$51.02 - $52.74 $697K - $721K
221K $11.6M
XLE
Energy Sector Spdr

ETFs
-3.74K
- 22.01%
$84.35 - $93.39 $316K - $349K
13.3K $1.16M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-7.57K
- 83.56%
$48.06 - $49.39 $364K - $374K
1.49K $73K
VGLT
Vanguard Long Term Treasury Et

ETFs
-7.01K
- 39.23%
$56.52 - $63.23 $396K - $443K
10.9K $668K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-16.4K
- 17.42%
$23.04 - $24.06 $378K - $394K
77.7K $1.87M
VRT
Vertiv Holdings CO

Industrials
-3.62K
- 41.07%
$86.66 - $86.66 $314K - $314K
5.2K $450K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-13.4K
- 15.16%
$28.11 - $29.42 $376K - $393K
74.8K $2.2M
IRM
Iron Mountain Inc

Real Estate
-3.52K
- 80.69%
$89.69 - $119.32 $315K - $419K
841 $99K
ASML
Asml Holding Nv

Technology
-23
- 1.6%
$749.82 - $1098.95 $17.2K - $25.3K
1.41K $1.18M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-6.93K
- 45.27%
$38.33 - $42.48 $265K - $294K
8.38K $351K
BCAT
Black Rock Capital Allocation Trust

ETFs
-16.8K
- 49.21%
$15.81 - $17.0 $266K - $286K
17.4K $285K
CVS
Cvs Health Corp

Healthcare
-4.66K
- 72.67%
$55.81 - $63.18 $260K - $295K
1.75K $110K
AZEK
Azek CO Inc.

Industrials
-6.1K
- 96.84%
$36.81 - $46.9 $224K - $286K
199 $9K
IEFA
Ishares Tr

ETFs
-7.14K
- 12.23%
$70.09 - $78.74 $500K - $562K
51.2K $4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-600
- 10.61%
$211.47 - $281.27 $127K - $169K
5.05K $1.24M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.39K
- 35.02%
$44.83 - $47.42 $242K - $256K
10K $471K
RGEN
Repligen Corp

Healthcare
-1.81K
- 68.69%
$119.79 - $167.35 $217K - $303K
826 $122K
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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