A detailed history of Wealthspire Advisors, LLC transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 11,310 shares of NYF stock, worth $602,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,310
Previous 10,175 11.15%
Holding current value
$602,483
Previous $543,000 13.08%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$53.13 - $54.36 $60,302 - $61,698
1,135 Added 11.15%
11,310 $614,000
Q2 2024

Aug 08, 2024

BUY
$52.78 - $53.61 $537,036 - $545,481
10,175 New
10,175 $543,000

Others Institutions Holding NYF

About ISHARES NEW YORK MUNI BOND ETF


  • Ticker NYF
  • Sector ETFs
  • Industry ETFs
More about NYF
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.