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
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-33
- 0.09%
$20.56 - $22.25 $678 - $734
36K $800K
SNY
Sanofi

Healthcare
-74
- 1.71%
$48.54 - $58.53 $3.59K - $4.33K
4.26K $245K
O
Realty Income Corp

Real Estate
-1.41K
- 11.71%
$52.36 - $63.42 $74K - $89.6K
10.7K $675K
TPR
Tapestry, Inc.

Consumer Cyclical
-286
- 2.34%
$36.29 - $47.94 $10.4K - $13.7K
11.9K $560K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-55
- 1.78%
$125.95 - $142.04 $6.93K - $7.81K
3.03K $430K
IWN
Ishares Russell2000 Val ETF

ETFs
-170
- 3.65%
$150.05 - $171.34 $25.5K - $29.1K
4.48K $747K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-54
- 0.59%
$59.25 - $65.33 $3.2K - $3.53K
9.08K $588K
ETN
Eaton Corp PLC

Industrials
-19
- 0.73%
$272.52 - $333.02 $5.18K - $6.33K
2.59K $859K
FFIV
F5, Inc.

Technology
-269
- 12.55%
$170.44 - $223.6 $45.8K - $60.1K
1.88K $412K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-175
- 1.07%
$81.1 - $89.18 $14.2K - $15.6K
16.1K $1.42M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-855
- 4.5%
$283.28 - $314.39 $242K - $269K
18.1K $5.7M
KHC
Kraft Heinz CO

Consumer Defensive
-668
- 2.54%
$31.86 - $36.13 $21.3K - $24.1K
25.7K $900K
RACE
Ferrari N.V.

Consumer Cyclical
-4
- 0.46%
$405.92 - $496.79 $1.62K - $1.99K
870 $408K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-576
- 0.45%
$28.75 - $29.46 $16.6K - $17K
128K $3.77M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-404
- 2.73%
$100.75 - $111.62 $40.7K - $45.1K
14.4K $1.58M
OWL
Blue Owl Capital Inc.

Financial Services
-20
- 0.05%
$15.81 - $19.83 $316 - $397
36.6K $710K
ITW
Illinois Tool Works Inc

Industrials
-13
- 0.5%
$233.14 - $263.97 $3.03K - $3.43K
2.58K $675K
IWM
Ishares Russell 2000 ETF

ETFs
-266
- 3.85%
$200.87 - $224.6 $53.4K - $59.7K
6.64K $1.47M
VV
Vanguard Large Cap ETF

ETFs
-999
- 4.13%
$236.92 - $263.4 $237K - $263K
23.2K $6.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-791
- 5.33%
$181.06 - $197.17 $143K - $156K
14K $2.77M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.57K
- 2.53%
$24.86 - $26.33 $114K - $120K
176K $4.6M
DVY
Ishares Tr

ETFs
-11
- 0.2%
$119.99 - $135.74 $1.32K - $1.49K
5.6K $756K
IWS
Ishares Russell Midcap Value E

ETFs
-82
- 1.06%
$119.52 - $132.25 $9.8K - $10.8K
7.67K $1.01M
AVTR
Avantor, Inc.

Basic Materials
-2.41K
- 7.71%
$20.58 - $27.7 $49.5K - $66.6K
28.8K $745K
PLD
Prologis, Inc.

Real Estate
-291
- 3.3%
$111.95 - $132.43 $32.6K - $38.5K
8.52K $1.08M
NVS
Novartis Ag

Healthcare
-9
- 0.08%
$106.13 - $120.89 $955 - $1.09K
11.3K $1.3M
AMT
American Tower Corp

Real Estate
-4
- 0.15%
$192.27 - $242.73 $769 - $971
2.63K $611K
DUK
Duke Energy Corp

Utilities
-91
- 1.23%
$99.35 - $117.71 $9.04K - $10.7K
7.3K $841K
DE
Deere & CO

Industrials
-276
- 5.57%
$344.84 - $418.0 $95.2K - $115K
4.68K $1.95M
ICF
Ishares Tr

ETFs
-1.99K
- 7.36%
$56.77 - $67.33 $113K - $134K
25.1K $1.65M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-153
- 1.67%
$175.0 - $190.72 $26.8K - $29.2K
9.01K $1.72M
ECL
Ecolab Inc.

Basic Materials
-366
- 3.1%
$228.86 - $255.76 $83.8K - $93.6K
11.4K $2.92M
MDT
Medtronic PLC

Healthcare
-531
- 3.73%
$76.84 - $91.03 $40.8K - $48.3K
13.7K $1.23M
T
At&T Inc.

Communication Services
-4.38K
- 5.68%
$18.21 - $22.28 $79.7K - $97.5K
72.7K $1.6M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-664
- 1.41%
$63.28 - $70.06 $42K - $46.5K
46.5K $3.26M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-387
- 2.19%
$111.9 - $124.28 $43.3K - $48.1K
17.3K $2.14M
CTVA
Corteva, Inc.

Basic Materials
-20
- 0.07%
$50.72 - $58.78 $1.01K - $1.18K
28.6K $1.68M
PH
Parker Hannifin Corp

Industrials
-3
- 0.27%
$501.01 - $635.92 $1.5K - $1.91K
1.13K $712K
CB
Chubb LTD

Financial Services
-8
- 0.19%
$252.51 - $292.2 $2.02K - $2.34K
4.31K $1.24M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-7
- 0.04%
$86.19 - $95.75 $603 - $670
17.6K $1.68M
CBRE
Cbre Group, Inc.

Real Estate
-1.69K
- 16.8%
$85.97 - $124.48 $145K - $210K
8.35K $1.04M
LNTH
Lantheus Holdings, Inc.

Healthcare
-238
- 4.03%
$77.7 - $123.62 $18.5K - $29.4K
5.66K $621K
XLF
Financial Sector Spdr

ETFs
-822
- 1.87%
$40.84 - $45.74 $33.6K - $37.6K
43.2K $1.96M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-420
- 1.18%
$75.32 - $84.37 $31.6K - $35.4K
35K $2.93M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-468
- 7.89%
$72.18 - $107.33 $33.8K - $50.2K
5.46K $579K
CAT
Caterpillar Inc

Industrials
-5
- 0.18%
$316.8 - $391.12 $1.58K - $1.96K
2.79K $1.09M
PCVX
Vaxcyte, Inc.

Healthcare
-499
- 8.56%
$70.52 - $117.12 $35.2K - $58.4K
5.33K $608K
PG
Procter & Gamble CO

Consumer Defensive
-493
- 1.56%
$160.76 - $177.82 $79.3K - $87.7K
31.2K $5.4M
SYK
Stryker Corp

Healthcare
-163
- 1.44%
$315.94 - $371.96 $51.5K - $60.6K
11.1K $4.02M
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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