National Wealth Management Group, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
National Wealth Management Group, LLC
- $152 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding XSLV
# of Institutions
125Shares Held
3.13MCall Options Held
0Put Options Held
0-
Venturi Wealth Management, LLC Austin, TX246KShares$11.1 Million0.6% of portfolio
-
Lpl Financial LLC Fort Mill, SC240KShares$10.9 Million0.0% of portfolio
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Armbruster Capital Management, Inc.223KShares$10.1 Million1.85% of portfolio
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Ubs Group Ag213KShares$9.68 Million0.0% of portfolio
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Brookstone Capital Management201KShares$9.14 Million0.14% of portfolio