National Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

National Wealth Management Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 17, 2024	SELL	$14.58 - $15.32 $17,204 - $18,077	-1,180 Reduced 10.13%	10,467 $160 Million
Q4 2023 Feb 01, 2024	SELL	$13.14 - $14.79 $14,782 - $16,638	-1,125 Reduced 8.81%	11,647 $170 Million
Q3 2023 Nov 13, 2023	SELL	$13.94 - $14.54 $12,504 - $13,042	-897 Reduced 6.56%	12,772 $180 Million
Q2 2023 Aug 09, 2023	SELL	$13.69 - $14.96 $32,034 - $35,006	-2,340 Reduced 14.62%	13,669 $196 Million
Q1 2023 May 15, 2023	BUY	$13.94 - $16.22 $223,165 - $259,665	16,009 New	16,009 $223 Million
Q4 2022 Nov 17, 2023	SELL	$14.12 - $15.41 $3,487 - $3,806	-247 Reduced 1.46%	16,646 $240 Million
Q3 2022 Nov 17, 2023	BUY	$14.84 - $16.84 $61,155 - $69,397	4,121 Added 32.27%	16,893 $254 Million
Q2 2022 Nov 17, 2023	SELL	$14.98 - $16.89 $133,247 - $150,236	-8,895 Reduced 25.14%	26,488 $412 Million
Q1 2022 Nov 17, 2023	SELL	$16.4 - $18.72 $33,292 - $38,001	-2,030 Reduced 5.43%	35,383 $599 Million
Q4 2021 Nov 17, 2023	BUY	$18.3 - $19.05 $450,930 - $469,411	24,641 Added 192.93%	37,413 $704 Million

188

12.9M

15K

5.3K

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

Stay updated on National Wealth Management Group, LLC with notifications on news.