Monumental Financial Group Inc. Spdr Index Shs Fds S&P North A Transaction History

Monumental Financial Group Inc.

$269 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$48.34 - $61.6 $25,185 - $32,093	-521 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$44.28 - $59.64 $23,069 - $31,072	521 New	521 $30,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monumental Financial Group Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monumental Financial Group Inc. with notifications on news.