Levy-Wealth-Management-Group

Filing Details

13F-HR2024-06-30
Report Date
2024-06-30
Filing Date
2024-07-25
Total Holdings
101
Total Value
390551911
Accession Number
0001085146-24-003218
Form Type
13F-HR
Manager Name
Levy-Wealth-Management-Group
Data Enrichment
62% identified
63 identified38 unidentified

Holdings

101 positions • $390.6M total value
Manager:
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MCDONALDS CORP
Shares:788
Value:$200.9K
% of Portfolio:0.1% ($200.9K/$390.6M)