A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,375 shares of SPEM stock, worth $259,016. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,375
Previous 6,232 2.29%
Holding current value
$259,016
Previous $226 Million 6.48%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$35.3 - $38.79 $5,047 - $5,546
143 Added 2.29%
6,375 $240 Million
Q1 2024

May 17, 2024

BUY
$33.69 - $36.47 $209,956 - $227,281
6,232 New
6,232 $226 Million

Others Institutions Holding SPEM

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track National Wealth Management Group, LLC Portfolio

Follow National Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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