Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Et Sf Idxd Fd Tr Bulle Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$23.02 - $23.23 $29,926 - $30,199	1,300 Added 63.54%	3,346 $77,000
Q2 2024 Aug 13, 2024	SELL	$22.87 - $23.06 $1,006 - $1,014	-44 Reduced 2.11%	2,046 $46,000
Q3 2023 Oct 17, 2023	BUY	$22.43 - $22.73 $46,878 - $47,505	2,090 New	2,090 $46,000
Q1 2021 May 11, 2021	SELL	$24.33 - $24.65 $32,529 - $32,957	-1,337 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$23.43 - $24.51 $398 - $416	17 Added 1.29%	1,337 $32,000
Q3 2020 Oct 20, 2020	BUY	$22.85 - $23.86 $30,162 - $31,495	1,320 New	1,320 $31,000

Others Institutions Holding BSJP

# of Institutions

193

Shares Held

26.5M

Call Options Held

Put Options Held

Mirador Capital Partners LP

2.28M
Shares

$52.5 Million
9.79% of portfolio
Lpl Financial LLC Fort Mill, SC

1.85M
Shares

$42.6 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.33M
Shares

$30.7 Million
0.07% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

1.29M
Shares

$29.8 Million
6.34% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$25.7 Million
0.0% of portfolio

View Full List

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