Doyle Wealth Management Spdr Index Shs Fds S&P North A Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$31.4 - $33.0 $7,065 - $7,425	-225 Closed	0 $0
Q2 2019 Aug 15, 2019	BUY	N/A	225 New	225 $7,000
Q1 2019 May 13, 2019	SELL	N/A	-225 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	N/A	225 New	225 $7,000

Others Institutions Holding NANR

# of Institutions

100

Shares Held

8.54M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

6.05M
Shares

$310 Million
0.7% of portfolio
Capital Wealth Management, LLC W. Warwick, RI

243K
Shares

$12.4 Million
5.9% of portfolio
Bank Of America Corp Charlotte, NC

183K
Shares

$9.37 Million
0.0% of portfolio
Franklin Resources Inc San Mateo, CA

180K
Shares

$9.22 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

141K
Shares

$7.21 Million
0.03% of portfolio

About SPDR INDEX SHS FDS S&P NORTH A

Ticker NANR
Sector ETFs
Industry ETFs

More about NANR

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