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

W.G. Shaheen & Associates Dba Whitney & CO

  • $915 Million
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.5 Million 3.11% of portfolio
608,721
Q3 2024 Added 3.49%
$0
$25.2 Million 2.75% of portfolio
200,543
Q3 2024 Reduced 0.29%
$0
$19.9 Million 2.18% of portfolio
421,108
Q3 2024 Added 2.23%
$0
$17.5 Million 1.91% of portfolio
198,791
Q3 2024 Added 0.83%
$0
$14.4 Million 1.57% of portfolio
230,772
Q3 2024 Added 2.65%
$0
$1.33 Million 0.14% of portfolio
5,872
Q3 2024 Reduced 3.15%
$0
$1.21 Million 0.13% of portfolio
22,602
Q3 2024 Added 6.33%
$0
$1.13 Million 0.12% of portfolio
27,269
Q3 2024 New
$84B
$993,000 0.11% of portfolio
4,085
Q2 2024 Reduced 12.75%
$0
$898,000 0.1% of portfolio
1,840
Q3 2024 Added 3.2%
$0
$849,000 0.09% of portfolio
8,386
Q3 2024 Added 0.02%
$0
$775,000 0.08% of portfolio
1,351
Q3 2024 Reduced 1.46%
$0
$726,000 0.08% of portfolio
21,875
Q3 2024 Reduced 0.7%
$42.2B
$683,000 0.07% of portfolio
13,746
Q3 2024 Added 14.67%
$0
$486,000 0.05% of portfolio
8,959
Q3 2024 Reduced 8.67%
$0
$443,000 0.05% of portfolio
4,086
Q2 2024 Added 28.77%
$0
$375,000 0.04% of portfolio
8,285
Q2 2022 Reduced 0.6%
$0
$363,000 0.04% of portfolio
4,786
Q3 2024 Added 16.33%
$0
$352,000 0.04% of portfolio
4,852
Q2 2023 Reduced 5.12%
$0
$317,000 0.03% of portfolio
2,989
Q3 2024 Added 0.34%
$0
$293,000 0.03% of portfolio
1,613
Q3 2024 New
$0
$275,000 0.03% of portfolio
3,300
Q1 2024 Reduced 4.35%
$0
$263,000 0.03% of portfolio
14,000
Q2 2024 Reduced 2.1%
$0
$261,000 0.03% of portfolio
4,035
Q3 2024 Added 0.37%
$0
$221,000 0.02% of portfolio
3,600
Q3 2024 Reduced 88.41%
$0
$217,000 0.02% of portfolio
1,213
Q3 2024 Reduced 18.65%
$0
$206,000 0.02% of portfolio
2,500
Q2 2024 New
$0
$201,000 0.02% of portfolio
2,000
Q1 2024 New
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