National Wealth Management Group, LLC Purchases and Sells in Q4 2025

National Wealth Management Group, LLC

  • $289 Billion
  • Q4 2025

Top Buys

Incresed Positions

82 operations
Stock Shares change Price Range Shares Held Trade History
CAPITAL GROUP EQUITY ETF TR
226K
+ 1196.4%
N/A
244K $7.05B
CAPITAL GROUP DIVIDEND GROWE
91.6K
+ 1170.0%
N/A
99.4K $3.54B
45.2K
+ 264.14%
$49.78 - $50.16 $2.25M - $2.27M
62.3K $3.12B
20.3K
+ 35.77%
$76.84 - $80.86 $1.56M - $1.64M
77.2K $6.19B
5.37K
+ 184.8%
$225.32 - $246.37 $1.21M - $1.32M
8.28K $2.25B
3.38K
+ 275.45%
$209.95 - $240.89 $709K - $813K
4.6K $1.18B
View all

New Holdings

64 operations
Stock Shares change Price Range Shares Held Trade History
CAPITAL GROUP NEW GEOGRAPHY
164K
New
N/A
164K $5.23B
4.67K
New
$290.13 - $341.71 $1.35M - $1.6M
4.67K $1.53B
8.49K
New
$113.13 - $174.22 $960K - $1.48M
8.49K $1.46B
8.93K
New
$122.64 - $141.68 $1.09M - $1.26M
8.93K $1.28B
25K
New
$46.2 - $46.85 $1.15M - $1.17M
25K $1.15B
11.3K
New
$78.39 - $85.26 $887K - $965K
11.3K $998M
View all

Top Sells

Reduced Positions

94 operations
Stock Shares change Price Range Shares Held Trade History
-53.1K
- 61.93%
$55.63 - $58.98 $2.95M - $3.13M
32.6K $1.96B
-46.7K
- 83.42%
$41.61 - $44.26 $1.94M - $2.07M
9.28K $412M
-28.5K
- 11.79%
$47.86 - $51.43 $1.36M - $1.47M
213K $10.6B
-2.45K
- 46.99%
$320.52 - $369.92 $786K - $907K
2.77K $913M
-7.62K
- 60.91%
$121.7 - $143.85 $927K - $1.1M
4.89K $661M
-2.92K
- 35.76%
$324.63 - $385.98 $947K - $1.13M
5.24K $1.81B
View all
Activity Summary
Buys All Purchases 146 New Holdings 64 Increased Positions 82 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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