W.G. Shaheen & Associates Dba Whitney & CO ETFs

W.G. Shaheen & Associates Dba Whitney & CO

  • $894 Million
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.7 Million 3.44% of portfolio
673,137
Q1 2025 Added 6.08%
$0
$25 Million 2.8% of portfolio
205,259
Q1 2025 Added 0.27%
$0
$21.1 Million 2.36% of portfolio
456,615
Q1 2025 Added 5.54%
$0
$19.1 Million 2.13% of portfolio
204,068
Q1 2025 Added 1.83%
$0
$13.6 Million 1.52% of portfolio
217,782
Q1 2025 Reduced 9.07%
$0
$2.08 Million 0.23% of portfolio
52,511
Q1 2025 Added 24.28%
$0
$1.61 Million 0.18% of portfolio
2,874
Q1 2025 Added 260.6%
$0
$1.22 Million 0.14% of portfolio
22,714
Q1 2025 Reduced 4.1%
$0
$1.19 Million 0.13% of portfolio
5,771
Q1 2025 Reduced 7.25%
$0
$1.16 Million 0.13% of portfolio
11,763
Q1 2025 Added 52.45%
$107B
$1.1 Million 0.12% of portfolio
3,829
Q1 2025 Reduced 5.34%
$0
$867,000 0.1% of portfolio
1,850
Q4 2024 Added 0.54%
$53.8B
$777,000 0.09% of portfolio
13,191
Q1 2025 Added 19.52%
$0
$595,000 0.07% of portfolio
11,319
Q1 2025 Added 21.92%
$0
$595,000 0.07% of portfolio
19,375
Q1 2025 Reduced 3.25%
$0
$452,000 0.05% of portfolio
3,101
Q1 2025 Added 34.94%
$0
$412,000 0.05% of portfolio
8,285
Q2 2022 Reduced 0.6%
$0
$308,000 0.03% of portfolio
16,500
Q4 2024 Added 17.86%
$0
$296,000 0.03% of portfolio
5,143
Q1 2025 New
$0
$296,000 0.03% of portfolio
1,627
Q1 2025 Added 0.31%
$0
$269,000 0.03% of portfolio
3,300
Q1 2024 Reduced 4.35%
$0
$264,000 0.03% of portfolio
2,507
Q1 2025 Reduced 5.65%
$0
$264,000 0.03% of portfolio
2,506
Q1 2025 Reduced 42.85%
$0
$241,000 0.03% of portfolio
1,400
Q1 2025 Reduced 10.6%
$0
$210,000 0.02% of portfolio
3,395
Q1 2025 Reduced 6.09%
$0
$201,000 0.02% of portfolio
2,000
Q1 2024 New
$0
$200,000 0.02% of portfolio
1,171
Q1 2025 Reduced 3.46%
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