Long Island Wealth Management, Inc. PGIM ROCK ETF TR Transaction History

Long Island Wealth Management, Inc.

  • $193 Billion
  • Q2 2025
Number of Shares
75,839
Previous 281,576 73.07%
Holding current value
$2.21 Billion
Previous $7.79 Billion 71.67%
% of portfolio
1.15%
Previous 4.74%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-205,737 Reduced 73.07%
75,839 $2.21 Billion
Q1 2025

May 13, 2025
BUY
N/A
281,576 New
281,576 $7.79 Billion
Track This Portfolio

Track Long Island Wealth Management, Inc. Portfolio

Follow Long Island Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email