Alliance Wealth Advisors (Utah)’s Nu Holdings NU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Buy	18,611 +1,313	+8%	+$18K	0.06%	242
2025 Q1	$177K	Buy	17,298 +2,590	+18%	+$26.5K	0.05%	247
2024 Q4	$152K	Buy	+14,708	New	+$152K	0.04%	250