National Wealth Management Group, LLC Technology Sector Spdr Transaction History

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,075 shares of XLK stock, worth $457,475. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,075
Previous 2,398 13.47%
Holding current value
$457,475
Previous $500 Million 6.04%
% of portfolio
0.36%
Previous 0.39%

Shares

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

Aug 09, 2024
SELL
$192.53 - $231.41 $62,187 - $74,745
-323 Reduced 13.47%
2,075 $469 Million
Q1 2024

May 17, 2024
BUY
$184.12 - $211.02 $2,209 - $2,532
12 Added 0.5%
2,398 $500 Million
Q4 2023

Feb 01, 2024
SELL
$160.19 - $193.07 $26,591 - $32,049
-166 Reduced 6.5%
2,386 $459 Million
Q3 2023

Nov 13, 2023
BUY
$161.97 - $180.26 $160,026 - $178,096
988 Added 63.17%
2,552 $418 Million
Q2 2023

Aug 09, 2023
BUY
$143.97 - $174.63 $225,169 - $273,121
1,564 New
1,564 $263 Million
Q4 2022

Nov 17, 2023
SELL
$116.56 - $136.15 $388,844 - $454,196
-3,336 Reduced 63.53%
1,915 $238 Million
Q3 2022

Nov 17, 2023
BUY
$118.78 - $151.56 $320,587 - $409,060
2,699 Added 105.76%
5,251 $624 Million
Q2 2022

Nov 17, 2023
SELL
$123.49 - $161.47 $1.38 Million - $1.81 Million
-11,205 Reduced 67.9%
5,298 $674 Million
Q1 2022

Nov 17, 2023
BUY
$141.39 - $175.52 $678,389 - $842,144
4,798 Added 40.99%
16,503 $2.62 Billion
Q4 2021

Nov 17, 2023
BUY
$148.06 - $176.65 $1.36 Million - $1.62 Million
9,153 Added 358.66%
11,705 $2.04 Billion

Others Institutions Holding XLK

# of Institutions
2,197
Shares Held
173M
Call Options Held
13.5M
Put Options Held
14.8M
View Full List

About TECHNOLOGY SECTOR SPDR

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