National Wealth Management Group, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

National Wealth Management Group, LLC

  • $148 Billion
  • Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 7,038 shares of SPEM stock, worth $273,074. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,038
Previous 6,375 10.4%
Holding current value
$273,074
Previous $240 Million 20.98%
% of portfolio
0.2%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$36.02 - $41.68 $23,881 - $27,633
663 Added 10.4%
7,038 $291 Million
Q2 2024

Aug 09, 2024
BUY
$35.3 - $38.79 $5,047 - $5,546
143 Added 2.29%
6,375 $240 Million
Q1 2024

May 17, 2024
BUY
$33.69 - $36.47 $209,956 - $227,281
6,232 New
6,232 $226 Million

Others Institutions Holding SPEM

# of Institutions
813
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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