Long Island Wealth Management, Inc. PACER FDS TR Transaction History

Long Island Wealth Management, Inc.

  • $152 Billion
  • Q3 2024
Number of Shares
149,425
Previous 159,017 6.03%
Holding current value
$4.29 Billion
Previous $4.32 Billion 0.56%
% of portfolio
2.82%
Previous 3.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
N/A
-9,592 Reduced 6.03%
149,425 $4.29 Billion
Q2 2024

Aug 15, 2024
SELL
N/A
-1,345 Reduced 0.84%
159,017 $4.32 Billion
Q1 2024

May 13, 2024
BUY
N/A
7,032 Added 4.59%
160,362 $4.17 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
153,330 New
153,330 $3.66 Billion
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