Level Financial Advisors, Inc. Ishares New York Muni Bond ETF Transaction History
Level Financial Advisors, Inc.
- $297 Million
- Q2 2025
A detailed history of Level Financial Advisors, Inc. transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 39,770 shares of NYF stock, worth $2.07 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
39,770
Previous 35,637
11.6%
Holding current value
$2.07 Million
Previous $1.87 Million
10.62%
% of portfolio
0.7%
Previous 0.69%
Shares
12 transactions
Others Institutions Holding NYF
# of Institutions
187Shares Held
9.91MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC859KShares$44.7 Million0.12% of portfolio
-
High Probability Advisors, LLC Pittsford, NY668KShares$34.8 Million5.21% of portfolio
-
Bank Of America Corp Charlotte, NC645KShares$33.6 Million0.0% of portfolio
-
Morgan Stanley New York, NY456KShares$23.7 Million0.0% of portfolio
-
Facet Wealth, Inc.393KShares$20.4 Million0.47% of portfolio