Skip to main content

Levy Wealth Management Group, LLC

SEC CIK
0001843138
Latest filing
Jul 25, 2024

MMP holding history

Magellan Midstream Partners, L.P. in every 13F filed by Levy Wealth Management Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MMP overviewAll 13F holders of MMPFull Q2 2024 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2021
Holdings of MMP by Levy Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−4,504−100.0%Sold outHolders
Q2 20234,504$280.7K0.1%+6+0.1%AddedHolders
Q1 20234,498$244.1K0.1%+6+0.1%AddedHolders
Q4 20224,492$225.5K0.1%+7+0.2%AddedHolders
Q3 20224,485$213.0K0.1%+4,485NewHolders
Q2 20220$00.0%−4,150−100.0%Sold outHolders
Q1 20224,150$204.0K0.1%+4,150NewHolders
Q3 20210$00.0%−4,150−100.0%Sold outHolders
Q2 20214,150$203.0K0.1%+4,150NewHolders