Accurate Wealth Management, LLC Spdr Index Shs Fds S&P North A Transaction History

Accurate Wealth Management, LLC

$352 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	SELL	$52.61 - $58.15 $62,974 - $69,605	-1,197 Reduced 34.6%	2,263 $0
Q3 2022 Nov 14, 2022	BUY	N/A	3,460 New	3,460 $229,000

Others Institutions Holding NANR

# of Institutions

95

Shares Held

8.54M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

6.32M
Shares

$345 Million
0.78% of portfolio
Creative Financial Designs Inc

205K
Shares

$11.2 Million
1.07% of portfolio
Franklin Resources Inc San Mateo, CA

179K
Shares

$9.77 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

168K
Shares

$9.16 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

139K
Shares

$7.6 Million
0.0% of portfolio

About SPDR INDEX SHS FDS S&P NORTH A

Ticker NANR
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