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

Hb Wealth Management, LLC

$7.99 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 16, 2024	BUY	$48.56 - $54.08 $201,086 - $223,945	4,141 New	4,141 $211,000
Q2 2022 Jul 15, 2022	BUY	N/A	5,522 New	5,522 $272,000

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

$349 Million
0.78% of portfolio
Creative Financial Designs Inc

205K
Shares

$11.3 Million
1.07% of portfolio
Franklin Resources Inc San Mateo, CA

179K
Shares

$9.88 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

168K
Shares

$9.26 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

139K
Shares

$7.68 Million
0.0% of portfolio

About SPDR INDEX SHS FDS S&P NORTH A

Ticker NANR
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