National Wealth Management Group, LLC Sells in Q4 2024

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
-42K
- 43.15%
$24.06 - $48.88 $1.01M - $2.05M
55.3K $1.33B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-21.5K
- 33.84%
$91.29 - $91.8 $1.96M - $1.98M
42.1K $3.85B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-15.9K
- 53.52%
$71.75 - $75.11 $1.14M - $1.2M
13.8K $994M
BNDX
Vanguard Total International B

ETFs
-10.6K
- 36.24%
$48.91 - $50.61 $518K - $536K
18.6K $913M
HWM
Howmet Aerospace Inc.

Industrials
-4.02K
- 30.82%
$99.72 - $120.09 $401K - $483K
9.03K $988M
CTAS
Cintas Corp

Industrials
-872
- 20.47%
$182.7 - $226.47 $159K - $197K
3.39K $619M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.29K
- 24.07%
$174.22 - $187.62 $224K - $241K
4.06K $711M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-675
- 57.25%
$370.24 - $418.94 $250K - $283K
504 $202M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.21K
- 12.85%
$99.0 - $99.5 $219K - $220K
15K $1.49B
XLK
Technology Sector Spdr

ETFs
-1.03K
- 51.9%
$220.26 - $241.44 $226K - $247K
950 $221M
GE
General Electric CO

Industrials
-430
- 8.8%
$159.95 - $194.23 $68.8K - $83.5K
4.46K $744M
SPMD
Spdr Portfolio

ETFs
-3.1K
- 34.26%
$54.13 - $59.56 $168K - $185K
5.95K $325M
ILF
Ishares Latin America 40 ETF

ETFs
-2.73K
- 13.06%
$20.91 - $26.09 $57.1K - $71.3K
18.2K $380M
CDNS
Cadence Design Systems Inc

Technology
-753
- 30.1%
$249.1 - $324.54 $188K - $244K
1.75K $526M
AMT
American Tower Corp

Real Estate
-171
- 7.22%
$179.4 - $232.01 $30.7K - $39.7K
2.2K $403M
SLV
I Shares Silver Trust

ETFs
-3.86K
- 17.91%
$26.33 - $31.74 $102K - $122K
17.7K $465M
EPP
Ishares Inc

ETFs
-1.98K
- 16.92%
$43.59 - $49.13 $86.2K - $97.1K
9.71K $425M
IWY
Ishares Tr Russell 200 Growth

ETFs
-597
- 24.09%
$216.72 - $244.71 $129K - $146K
1.88K $443M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.75K
- 23.21%
$50.62 - $52.07 $88.5K - $91.1K
5.79K $295M
USO
United States Oil Fund, LP

ETFs
-1.68K
- 23.08%
$69.66 - $79.2 $117K - $133K
5.6K $423M
VIG
Vanguard Dividend Appreciation

ETFs
-267
- 4.51%
N/A
5.65K $1.11B
SOXX
Ishares Semiconductor ETF

ETFs
-88
- 3.94%
$211.27 - $239.8 $18.6K - $21.1K
2.15K $463M
VTI
Vanguard Total Stock Market Et

ETFs
-438
- 3.78%
$280.04 - $302.45 $123K - $132K
11.1K $3.23B
VPU
Vanguard Utilities ETF

ETFs
-18
- 0.44%
$160.52 - $179.11 $2.89K - $3.22K
4.05K $661M
UGA
United States Gasoline Fund, LP

ETFs
-1.39K
- 14.44%
$59.23 - $65.31 $82.4K - $90.8K
8.24K $519M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-28
- 0.52%
$99.2 - $108.47 $2.78K - $3.04K
5.35K $532M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-100
- 11.67%
$260.96 - $307.26 $26.1K - $30.7K
757 $205M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-345
- 9.92%
$77.02 - $78.58 $26.6K - $27.1K
3.13K $242M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-511
- 8.3%
$47.11 - $50.8 $24.1K - $26K
5.64K $266M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-44
- 1.1%
$70.1 - $76.53 $3.08K - $3.37K
3.95K $279M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-831
- 8.93%
$27.48 - $32.37 $22.8K - $26.9K
8.48K $244M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-204
- 3.78%
$113.79 - $124.5 $23.2K - $25.4K
5.19K $595M
DGRO
Ishares Core Dividend Growth E

ETFs
-252
- 3.84%
$60.73 - $64.94 $15.3K - $16.4K
6.3K $387M
VTV
Vanguard Value ETF

ETFs
-60
- 3.13%
$168.32 - $181.87 $10.1K - $10.9K
1.85K $314M
MTB
M&T Bank Corp

Financial Services
-258
- 8.69%
$172.48 - $221.95 $44.5K - $57.3K
2.71K $510M
FTCS
First Trust Capital Strength E

ETFs
-40
- 1.08%
$87.62 - $94.03 $3.5K - $3.76K
3.67K $323M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-206
- 3.57%
$44.33 - $49.55 $9.13K - $10.2K
5.57K $250M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-142
- 0.23%
$50.0 - $50.27 $7.1K - $7.14K
62.2K $3.12B
VUG
Vanguard Growth ETF

ETFs
-96
- 5.87%
$378.79 - $428.11 $36.4K - $41.1K
1.54K $632M
SHOP
Shopify Inc.

Technology
-595
- 22.75%
$78.14 - $119.49 $46.5K - $71.1K
2.02K $215M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-72
- 2.14%
$107.32 - $127.74 $7.73K - $9.2K
3.29K $405M
FDN
First Tr Fd Dow Jones

ETFs
-24
- 1.83%
$210.5 - $257.24 $5.05K - $6.17K
1.29K $314M
Activity Summary
Buys All Purchases 99 New Holdings 39 Increased Positions 60 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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