National Wealth Management Group, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, National Wealth Management Group, LLC holds 15,441 shares of SPBO stock, worth $451,803. This represents 0.34% of its overall portfolio holdings.

Number of Shares
15,441
Previous 12,919 19.52%
Holding current value
$451,803
Previous $376 Million 17.84%
% of portfolio
0.34%
Previous 0.29%

Shares

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

Aug 09, 2024
BUY
$28.13 - $28.99 $70,943 - $73,112
2,522 Added 19.52%
15,441 $443 Million
Q1 2024

May 17, 2024
SELL
$28.68 - $29.47 $36,079 - $37,073
-1,258 Reduced 8.87%
12,919 $376 Million
Q4 2023

Feb 01, 2024
BUY
$26.77 - $29.6 $88,180 - $97,502
3,294 Added 30.27%
14,177 $417 Million
Q3 2023

Nov 13, 2023
BUY
$27.56 - $28.96 $6,972 - $7,326
253 Added 2.38%
10,883 $300 Million
Q2 2023

Aug 09, 2023
BUY
$28.44 - $29.46 $302,317 - $313,159
10,630 New
10,630 $302 Million

Others Institutions Holding SPBO

# of Institutions
145
Shares Held
41.9M
Call Options Held
1.5K
Put Options Held
7.2K
View Full List

About SPDR SER TR SPDR PORTFOLIO COR

SPBO Quotes by TradingView
  • Ticker SPBO
  • Sector ETFs
  • Industry ETFs
More about SPBO
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