National Wealth Management Group, LLC T ROWE PRICE ETF INC Transaction History

National Wealth Management Group, LLC

  • $265 Billion
  • Q3 2025
Number of Shares
28,566
Previous 21,571 32.43%
Holding current value
$1 Billion
Previous $708 Million 42.0%
% of portfolio
0.38%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
N/A
6,995 Added 32.43%
28,566 $1 Billion
Q2 2025

Sep 25, 2025
BUY
N/A
4,106 Added 23.51%
21,571 $708 Million
Q1 2025

May 15, 2025
BUY
N/A
17,465 New
17,465 $532 Million
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