National Wealth Management Group, LLC Schwab Strategic Tr Us Small C Transaction History

National Wealth Management Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$40.85 - $46.1 $776 - $875	-19 Reduced 0.36%	5,256 $218 Million
Q2 2023 Aug 09, 2023	SELL	$39.91 - $43.82 $239 - $262	-6 Reduced 0.11%	5,275 $237 Million
Q1 2023 May 15, 2023	BUY	$39.82 - $46.36 $210,289 - $244,827	5,281 New	5,281 $213 Million
Q4 2022 Nov 17, 2023	BUY	$38.25 - $43.54 $1,912 - $2,177	50 Added 0.95%	5,306 $215 Million
Q2 2022 Nov 17, 2023	BUY	$37.88 - $48.01 $17,159 - $21,748	453 Added 8.62%	5,709 $223 Million

1,136

234M

44.7K

32.4K

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.