National Wealth Management Group, LLC First Trust Nasdaq Technology Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, National Wealth Management Group, LLC holds 5,232 shares of TDIV stock, worth $409,037. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,232

Previous 6,551 20.13%

Holding current value

$409,037

Previous $456 Million 13.27%

% of portfolio

0.3%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$65.21 - $77.8 $86,011 - $102,618	-1,319 Reduced 20.13%	5,232 $396 Million
Q1 2024 May 17, 2024	BUY	$61.89 - $70.93 $184,122 - $211,016	2,975 Added 83.19%	6,551 $456 Million
Q4 2023 Feb 01, 2024	SELL	$53.99 - $64.39 $142,263 - $169,667	-2,635 Reduced 42.42%	3,576 $229 Million
Q3 2023 Nov 13, 2023	SELL	$55.66 - $60.15 $6,957 - $7,518	-125 Reduced 1.97%	6,211 $348 Million
Q2 2023 Aug 09, 2023	BUY	$51.27 - $59.33 $43,733 - $50,608	853 Added 15.56%	6,336 $367 Million
Q1 2023 May 15, 2023	BUY	$47.72 - $54.09 $261,648 - $296,575	5,483 New	5,483 $286 Million

Others Institutions Holding TDIV

# of Institutions

318

Shares Held

19.9M

Call Options Held

9.8K

Put Options Held

View Full List

About FIRST TRUST NASDAQ TECHNOLOGY

Ticker TDIV
Sector ETFs
Industry ETFs

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National Wealth Management Group, LLC First Trust Nasdaq Technology Transaction History