National Wealth Management Group, LLC First Tr Exchange Traded First Transaction History

National Wealth Management Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$59.33 - $63.97 $267,578 - $288,504	4,510 New	4,510 $287 Million
Q4 2022 Nov 17, 2023	SELL	$62.15 - $66.13 $41,951 - $44,637	-675 Reduced 6.82%	9,222 $579 Million
Q3 2022 Nov 17, 2023	BUY	$58.55 - $65.93 $579,469 - $652,509	9,897 New	9,897 $563 Million
Q2 2022 Nov 17, 2023	SELL	$59.31 - $67.92 $409,654 - $469,123	-6,907 Reduced 39.37%	10,637 $653 Million
Q1 2022 Nov 17, 2023	BUY	$60.76 - $63.9 $1.07 Million - $1.12 Million	17,544 New	17,544 $1.12 Billion

133

4.03M

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

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