High Net Worth Advisory Group LLC ETF Ser Sol Nationwide Nasdaq Transaction History

High Net Worth Advisory Group LLC

  • $358 Million
  • Q3 2024

A detailed history of High Net Worth Advisory Group LLC transactions in ETF Ser Sol Nationwide Nasdaq stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 9,900 shares of NUSI stock, worth $257,598. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,900
Previous 9,900 -0.0%
Holding current value
$257,598
Previous $249,000 1.2%
% of portfolio
0.07%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
SELL
$19.45 - $22.47 $88,594 - $102,350
-4,555 Reduced 31.51%
9,900 $221,000
Q3 2023

Oct 05, 2023
BUY
$20.08 - $22.14 $883 - $974
44 Added 0.31%
14,455 $291,000
Q2 2023

Jul 07, 2023
SELL
$19.3 - $21.64 $8,935 - $10,019
-463 Reduced 3.11%
14,411 $310,000
Q1 2023

Apr 20, 2023
SELL
$18.31 - $19.89 $13,714 - $14,897
-749 Reduced 4.79%
14,874 $292,000
Q4 2022

Feb 14, 2023
SELL
$18.33 - $19.75 $297,404 - $320,443
-16,225 Reduced 50.95%
15,623 $289,000
Q2 2022

Aug 10, 2022
BUY
$19.2 - $24.94 $84,096 - $109,237
4,380 Added 15.95%
31,848 $611,000
Q1 2022

May 13, 2022
BUY
$23.58 - $27.96 $400,860 - $475,320
17,000 Added 162.4%
27,468 $675,000
Q4 2021

Aug 10, 2022
SELL
$27.12 - $29.17 $54,240 - $58,340
-2,000 Reduced 16.04%
10,468 $292,000
Q4 2021

Apr 27, 2022
BUY
$27.12 - $29.17 $338,132 - $363,691
12,468 New
12,468 $336,000

Others Institutions Holding NUSI

# of Institutions
66
Shares Held
1.73M
Call Options Held
2.2K
Put Options Held
100
View Full List

About ETF SER SOL NATIONWIDE NASDAQ-

NUSI Quotes by TradingView
  • Ticker NUSI
  • Sector ETFs
  • Industry ETFs
More about NUSI
Track This Portfolio

Track High Net Worth Advisory Group LLC Portfolio

Follow High Net Worth Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of High Net Worth Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Net Worth Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email