Number of Shares
151,752
Previous 144,906 4.72%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025

BUY
N/A
6,846 Added 4.72%
151,752 $0
Q4 2024

Feb 04, 2025

BUY
N/A
144,906 New
144,906 $0
Track This Portfolio

Track W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.