Long Island Wealth Management, Inc. PGIM ROCK ETF TR Transaction History

Long Island Wealth Management, Inc.

  • $164 Billion
  • Q1 2025
Number of Shares
168,551
Previous 368,018 54.2%
Holding current value
$4.41 Billion
Previous $9.74 Billion 54.73%
% of portfolio
2.68%
Previous 6.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-199,467 Reduced 54.2%
168,551 $4.41 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
368,018 New
368,018 $9.74 Billion
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