Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Tr Esg Advanced High Y Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$46.03 - $47.13 $3,360 - $3,440	73 Added 2.14%	3,491 $161,000
Q3 2024 Nov 08, 2024	BUY	$44.93 - $47.34 $2,426 - $2,556	54 Added 1.61%	3,418 $161,000
Q2 2024 Aug 13, 2024	BUY	$44.38 - $45.45 $2,485 - $2,545	56 Added 1.69%	3,364 $151,000
Q1 2024 Apr 30, 2024	BUY	$44.96 - $45.79 $148,727 - $151,473	3,308 New	3,308 $151,000
Q1 2020 Apr 01, 2020	SELL	$42.78 - $52.87 $414,794 - $512,627	-9,696 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$51.37 - $52.41 $60,513 - $61,738	-1,178 Reduced 10.83%	9,696 $506,000
Q3 2019 Oct 09, 2019	BUY	$50.91 - $51.94 $553,595 - $564,795	10,874 New	10,874 $564,000

Others Institutions Holding HYXF

# of Institutions

Shares Held

1.56M

Call Options Held

Put Options Held

Sig Fig Wealth Management, LLC San Francisco, CA

204K
Shares

$9.32 Million
0.34% of portfolio
Retirement Capital Strategies

130K
Shares

$5.95 Million
2.33% of portfolio
Black Rock Inc. New York, NY

112K
Shares

$5.14 Million
0.0% of portfolio
Financial Network Wealth Management LLC Draper, UT

92.6K
Shares

$4.24 Million
1.53% of portfolio
Colorado Capital Management, Inc.

82K
Shares

$3.76 Million
1.77% of portfolio

View Full List

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