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

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024
Number of Shares
193,873
Previous 181,631 6.74%
Holding current value
$6.09 Billion
Previous $5.49 Billion 10.91%
% of portfolio
4.64%
Previous 4.27%

Shares

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

Aug 09, 2024
BUY
N/A
12,242 Added 6.74%
193,873 $6.09 Billion
Q1 2024

May 17, 2024
BUY
N/A
122,468 Added 207.0%
181,631 $5.49 Billion
Q4 2023

Feb 01, 2024
BUY
N/A
29,839 Added 101.76%
59,163 $1.63 Billion
Q3 2023

Nov 13, 2023
BUY
N/A
1,063 Added 3.76%
29,324 $728 Million
Q2 2023

Aug 09, 2023
BUY
N/A
28,261 New
28,261 $732 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email