Levy Wealth Management Group, LLC Global X Fds Transaction History

Levy Wealth Management Group, LLC

$390 Million
Q2 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Global X Fds stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 7,853 shares of BOTZ stock, worth $276,032. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,853

Previous 7,695 2.05%

Holding current value

$276,032

Previous $244,000 0.82%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$28.65 - $31.95 $4,526 - $5,048	158 Added 2.05%	7,853 $242,000
Q4 2023 Jan 23, 2024	BUY	$22.34 - $28.72 $171,906 - $221,000	7,695 New	7,695 $219,000
Q2 2023 Jul 21, 2023	SELL	$24.5 - $29.72 $37,681 - $45,709	-1,538 Reduced 16.93%	7,549 $216,000
Q1 2023 May 04, 2023	SELL	$20.65 - $25.5 $23,768 - $29,350	-1,151 Reduced 11.24%	9,087 $231,000
Q4 2022 Feb 08, 2023	SELL	$17.67 - $21.95 $21,857 - $27,152	-1,237 Reduced 10.78%	10,238 $210,000

Q3 2022 Oct 28, 2022	BUY	$18.08 - $23.8 $6,111 - $8,044	338 Added 3.03%	11,475 $207,000
Q2 2022 Jul 27, 2022	BUY	$20.32 - $29.37 $20,320 - $29,370	1,000 Added 9.86%	11,137 $226,000
Q1 2022 May 05, 2022	BUY	$26.13 - $36.09 $8,492 - $11,729	325 Added 3.31%	10,137 $294,000
Q4 2021 Feb 10, 2022	BUY	$34.68 - $39.83 $6,936 - $7,966	200 Added 2.08%	9,812 $353,000
Q3 2021 Oct 26, 2021	BUY	$32.76 - $39.39 $524 - $630	16 Added 0.17%	9,612 $352,000
Q2 2021 Aug 10, 2021	BUY	$31.65 - $35.42 $17,534 - $19,622	554 Added 6.13%	9,596 $335,000
Q1 2021 May 10, 2021	BUY	$31.53 - $36.46 $38,908 - $44,991	1,234 Added 15.8%	9,042 $300,000
Q4 2020 Feb 10, 2021	BUY	$27.71 - $33.39 $216,359 - $260,709	7,808 New	7,808 $259,000

Others Institutions Holding BOTZ

# of Institutions

458

Shares Held

32.9M

Call Options Held

188K

Put Options Held

320K

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

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Levy Wealth Management Group, LLC Global X Fds Transaction History