National Wealth Management Group, LLC Spdr Portfolio Transaction History

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 18,231 shares of SPMD stock, worth $995,959. This represents 0.71% of its overall portfolio holdings.

Number of Shares
18,231
Previous 16,740 8.91%
Holding current value
$995,959
Previous $893 Million 4.74%
% of portfolio
0.71%
Previous 0.69%

Shares

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

Aug 09, 2024
BUY
$49.54 - $53.39 $73,864 - $79,604
1,491 Added 8.91%
18,231 $935 Million
Q1 2024

May 17, 2024
BUY
$47.16 - $53.34 $37,680 - $42,618
799 Added 5.01%
16,740 $893 Million
Q4 2023

Feb 01, 2024
BUY
$40.76 - $49.2 $10,067 - $12,152
247 Added 1.57%
15,941 $777 Million
Q3 2023

Nov 13, 2023
BUY
$43.23 - $47.8 $31,125 - $34,416
720 Added 4.81%
15,694 $687 Million
Q2 2023

Aug 09, 2023
BUY
$42.21 - $45.89 $632,052 - $687,156
14,974 New
14,974 $699 Million

Others Institutions Holding SPMD

# of Institutions
619
Shares Held
178M
Call Options Held
100
Put Options Held
300
View Full List

About SPDR PORTFOLIO

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