Levy Wealth Management Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Levy Wealth Management Group’s Portfolio MMP Stock Details MMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,504	Closed	-$281K	–	112
2023 Q2	$281K	Buy	4,504 +6	+0.1%	+$350	0.08%	92
2023 Q1	$244K	Buy	4,498 +6	+0.1%	+$318	0.08%	95
2022 Q4	$226K	Buy	4,492 +7	+0.2%	+$355	0.08%	85
2022 Q3	$213K	Buy	+4,485	New	+$225K	0.09%	74
2022 Q2	–	Sell	-4,150	Closed	-$204K	–	80
2022 Q1	$204K	Buy	+4,150	New	+$201K	0.08%	71
2021 Q3	–	Sell	-4,150	Closed	-$203K	–	72
2021 Q2	$203K	Buy	+4,150	New	+$201K	0.12%	67

Other funds holding MMP

Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return

Beacon Financial Group Dallas, Texas $1B AUM 15.98% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Payden & Rygel Los Angeles, California $1.28B AUM 28.32% 1-Year Est. Return

Payden & Rygel Investment Group Los Angeles, California $1.24B AUM

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return