Long Island Wealth Management, Inc. PACER FDS TR Transaction History

Long Island Wealth Management, Inc.

38,499

Previous 39,639 2.88%

$1.35 Billion

Previous $1.22 Billion 10.75%

0.7%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	N/A	-1,140 Reduced 2.88%	38,499 $1.35 Billion
Q1 2025 May 13, 2025	SELL	N/A	-4,164 Reduced 9.51%	39,639 $1.22 Billion
Q4 2024 Feb 14, 2025	SELL	N/A	-105,622 Reduced 70.69%	43,803 $1.4 Billion
Q3 2024 Nov 12, 2024	SELL	N/A	-9,592 Reduced 6.03%	149,425 $4.29 Billion
Q2 2024 Aug 15, 2024	SELL	N/A	-1,345 Reduced 0.84%	159,017 $4.32 Billion
Q1 2024 May 13, 2024	BUY	N/A	7,032 Added 4.59%	160,362 $4.17 Billion
Q4 2023 Feb 14, 2024	BUY	N/A	153,330 New	153,330 $3.66 Billion

Get notified when there are updates to the investment portfolio of Long Island Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Long Island Wealth Management, Inc. with notifications on news.