National Wealth Management Group, LLC 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 Portfolio stock. As of the latest transaction made, National Wealth Management Group, LLC holds 9,043 shares of SPMD stock, worth $500,077. This represents 0.33% of its overall portfolio holdings.

Number of Shares
9,043
Previous 18,231 50.4%
Holding current value
$500,077
Previous $935 Million 47.13%
% of portfolio
0.33%
Previous 0.71%

Shares

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

Nov 13, 2024
SELL
$50.29 - $54.92 $462,064 - $504,604
-9,188 Reduced 50.4%
9,043 $494 Million
Q2 2024

Aug 09, 2024
BUY
$49.54 - $53.39 $73,864 - $79,604
1,491 Added 8.91%
18,231 $935 Million
Q1 2024

May 17, 2024
BUY
$47.16 - $53.34 $37,680 - $42,618
799 Added 5.01%
16,740 $893 Million
Q4 2023

Feb 01, 2024
BUY
$40.76 - $49.2 $10,067 - $12,152
247 Added 1.57%
15,941 $777 Million
Q3 2023

Nov 13, 2023
BUY
$43.23 - $47.8 $31,125 - $34,416
720 Added 4.81%
15,694 $687 Million
Q2 2023

Aug 09, 2023
BUY
$42.21 - $45.89 $632,052 - $687,156
14,974 New
14,974 $699 Million

Others Institutions Holding SPMD

# of Institutions
655
Shares Held
188M
Call Options Held
1K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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