Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 10, 2021

SELL
N/A
-14,036 Closed
0 $0
Q4 2020

Feb 10, 2021

BUY
N/A
14,036 New
14,036 $11,000
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.