Svb Wealth LLC Spdr Index Shs Fds S&P North A Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 05, 2020	SELL	$21.47 - $31.53 $6,312 - $9,269	-294 Closed	0 $0
Q1 2020 May 11, 2020	BUY	$18.39 - $33.84 $3,659 - $6,734	199 Added 209.47%	294 $6,000
Q4 2019 Feb 13, 2020	BUY	$30.16 - $33.74 $2,865 - $3,205	95 New	95 $3,000

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

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