Number of Shares
84,854
Previous 85,388 0.63%
Holding current value
$2.53 Billion
Previous $2.47 Billion 2.43%
% of portfolio
1.79%
Previous 1.75%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
N/A
-534 Reduced 0.63%
84,854 $2.53 Billion
Q1 2024

May 13, 2024

BUY
N/A
1,653 Added 1.97%
85,388 $2.47 Billion
Q4 2023

Feb 14, 2024

BUY
N/A
83,735 New
83,735 $2.4 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.