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 $269,593. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,853
Previous 7,695 2.05%
Holding current value
$269,593
Previous $244,000 0.82%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
410
Shares Held
30.7M
Call Options Held
235K
Put Options Held
293K
View Full List

About GLOBAL X FDS

BOTZ Quotes by TradingView
  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
Track This Portfolio

Track Levy Wealth Management Group, LLC Portfolio

Follow Levy Wealth Management Group, LLC 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 Levy Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Levy Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email