National Wealth Management Group, LLC Closed Holding Positions

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FCTR
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on Nov 17, 2023
8,264
$29.7 - $35.0 $245K - $289K
FITB
Fifth Third Bancorp

Financial Services
Q2 2022 Filed on Nov 17, 2023
6,769
$33.25 - $41.8 $225K - $283K
T
At&T Inc.

Communication Services
Q1 2022 Filed on Nov 17, 2023
8,704
$17.29 - $20.63 $150K - $180K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on Nov 17, 2023
7,658
$22.98 - $41.0 $176K - $314K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on Nov 17, 2023
5,840
$57.22 - $78.74 $334K - $460K
QCON
American Centy ETF Tr Quality
Q1 2022 Filed on Nov 17, 2023
21,701
$43.5 - $48.67 $944K - $1.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Nov 17, 2023
4,789
$130.25 - $170.4 $624K - $816K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2022 Filed on Nov 17, 2023
1,221
$151.25 - $169.21 $185K - $207K
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Nov 17, 2023
1,916
$167.39 - $206.64 $321K - $396K
TAC
Transalta Corp

Utilities
Q1 2022 Filed on Nov 17, 2023
15,993
$9.6 - $11.73 $154K - $188K
SYY
Sysco Corp

Consumer Defensive
Q2 2022 Filed on Nov 17, 2023
7,330
$76.98 - $89.74 $564K - $658K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Nov 17, 2023
1,647
$101.7 - $144.56 $167K - $238K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2022 Filed on Nov 17, 2023
5,211
$124.76 - $146.81 $650K - $765K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Nov 17, 2023
1,579
$134.63 - $189.39 $213K - $299K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on Nov 17, 2023
1,980
$95.6 - $107.05 $189K - $212K
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Nov 17, 2023
20,123
$30.84 - $38.22 $621K - $769K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on Nov 17, 2023
8,070
$36.01 - $57.1 $291K - $461K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2022 Filed on Nov 17, 2023
5,096
$102.77 - $112.14 $524K - $571K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Nov 17, 2023
5,272
$171.61 - $208.74 $905K - $1.1M
JXN
Jackson Financial Inc.

Financial Services
Q2 2022 Filed on Nov 17, 2023
32,727
$26.75 - $45.33 $875K - $1.48M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Nov 17, 2023
2,174
$113.44 - $123.09 $247K - $268K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on Nov 17, 2023
5,946
$106.08 - $113.93 $631K - $677K
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Nov 17, 2023
10,576
$37.64 - $48.83 $398K - $516K
IYR
Ishares Tr

ETFs
Q1 2022 Filed on Nov 17, 2023
2,121
$99.21 - $115.26 $210K - $244K
MMM
3 M CO

Industrials
Q2 2022 Filed on Nov 17, 2023
2,817
$129.41 - $154.23 $365K - $434K
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