National Wealth Management Group, LLC GLOBAL X FDS Transaction History

National Wealth Management Group, LLC

  • $178 Billion
  • Q2 2025
Number of Shares
11,438
Previous 7,914 44.53%
Holding current value
$689 Million
Previous $368 Million 87.06%
% of portfolio
0.39%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 25, 2025
BUY
N/A
3,524 Added 44.53%
11,438 $689 Million
Q1 2025

May 15, 2025
BUY
N/A
2,349 Added 42.21%
7,914 $368 Million
Q4 2024

Feb 12, 2025
BUY
N/A
5,565 New
5,565 $208 Million
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