National Wealth Management Group, LLC T ROWE PRICE ETF INC Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024
Number of Shares
300,507
Previous 206,682 45.4%
Holding current value
$10 Billion
Previous $6.87 Billion 45.48%
% of portfolio
6.65%
Previous 4.65%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
93,825 Added 45.4%
300,507 $10 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
12,809 Added 6.61%
206,682 $6.87 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
12,242 Added 6.74%
193,873 $6.09 Billion
Q1 2024

May 17, 2024
BUY
N/A
122,468 Added 207.0%
181,631 $5.49 Billion
Q4 2023

Feb 01, 2024
BUY
N/A
29,839 Added 101.76%
59,163 $1.63 Billion
Q3 2023

Nov 13, 2023
BUY
N/A
1,063 Added 3.76%
29,324 $728 Million
Q2 2023

Aug 09, 2023
BUY
N/A
28,261 New
28,261 $732 Million
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