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

Long Island Wealth Management, Inc.

  • $142 Billion
  • Q1 2024
Number of Shares
160,362
Previous 153,330 4.59%
Holding current value
$4.17 Billion
Previous $3.66 Billion 14.06%
% of portfolio
2.94%
Previous 2.61%

Shares

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