NSI Retail Advisors, LLC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, NSI Retail Advisors, LLC opened 0 positions, added to 1, reduced 3, sold out of 3 and left 12 unchanged. The largest increase in value was IWM (+$20,757); the largest decrease was TLT (-$27,654).
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2024-09-30 131,400; Shares 2024-12-31 225,300.
Two Form 13F-HR filings compared (SEC CIK 1866574): 2024-09-30 (filed 2024-11-14) and 2024-12-31 (filed 2025-02-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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