National Wealth Management Group, LLC First Trust Industrials/Produc Transaction History

National Wealth Management Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Nov 17, 2023	SELL	$46.71 - $54.22 $102,481 - $118,958	-2,194 Reduced 35.9%	3,917 $202 Million
Q3 2022 Nov 17, 2023	BUY	$45.72 - $55.81 $279,394 - $341,054	6,111 New	6,111 $281 Million
Q2 2022 Nov 17, 2023	SELL	$47.3 - $56.32 $683,721 - $814,105	-14,455 Reduced 67.15%	7,073 $340 Million
Q1 2022 Nov 17, 2023	SELL	$53.82 - $62.92 $751,596 - $878,677	-13,965 Reduced 39.35%	21,528 $1.22 Billion
Q4 2021 Nov 17, 2023	BUY	$57.54 - $63.0 $2.04 Million - $2.24 Million	35,493 New	35,493 $2.22 Billion

182

22.9M

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.