National Wealth Management Group, LLC
Holdings in UGA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $450,196 | 7,293 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $474,839 | 7,363 | Shares | Sole | 2025-10-31 |
| 2025-06-30 | $394,561 | 6,552 | Shares | Sole | 2025-09-25 |
| 2025-03-31 | $496,716 | 7,731 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $519,037 | 8,240 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $562,739 | 9,631 | Shares | Sole | 2024-11-13 |