Nelson, Van Denburg & Campbell Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$37.72 - $43.11 $21,651 - $24,745	574 New	574 $24,000
Q1 2023 May 10, 2023	BUY	$32.88 - $36.59 $1,775 - $1,975	54 New	54 $1,000

Others Institutions Holding PIO

# of Institutions

116

Shares Held

2.48M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

489K
Shares

$19.3 Million
0.0% of portfolio
1832 Asset Management L.P. Toronto, A6

376K
Shares

$14.9 Million
0.03% of portfolio
Morgan Stanley New York, NY

276K
Shares

$10.9 Million
0.0% of portfolio
Congress Wealth Management LLC Boston, MA

181K
Shares

$7.15 Million
0.11% of portfolio
Money Design Co.,Ltd.

127K
Shares

$5.02 Million
0.27% of portfolio

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