Wny Asset Management, LLC Incresed Positions in Q3 2024

Wny Asset Management, LLC

  • $826 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
24
+ 0.29%
$73.43 - $80.37 $1.76K - $1.93K
8.38K $673K
RIO
Rio Tinto PLC

Basic Materials
163
+ 2.07%
$59.71 - $71.21 $9.73K - $11.6K
8.03K $571K
VO
Vanguard Mid Cap ETF

ETFs
62
+ 3.83%
$237.84 - $263.83 $14.7K - $16.4K
1.68K $443K
IVE
Ishares S&P 500 Value ETF

ETFs
12
+ 0.42%
$181.06 - $197.17 $2.17K - $2.37K
2.86K $563K
VGT
Vanguard Information Technolog

ETFs
50
+ 3.54%
$514.43 - $606.85 $25.7K - $30.3K
1.46K $856K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.03%
$62.5 - $75.15 $62.5 - $75.2
3.7K $273K
GEVO
Gevo, Inc.

Basic Materials
15K
+ 112.33%
$0.5 - $1.71 $7.5K - $25.7K
28.4K $46K
BND
Vanguard Bd Index Fd Inc Total

ETFs
305
+ 7.84%
$71.45 - $75.64 $21.8K - $23.1K
4.2K $315K
PAYX
Paychex Inc

Industrials
3
+ 0.15%
$116.17 - $135.19 $349 - $406
2.04K $274K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1
+ 0.02%
$100.75 - $111.62 $101 - $112
4.58K $500K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.04%
$143.3 - $157.24 $143 - $157
2.42K $371K
NYF
Ishares New York Muni Bond ETF

ETFs
14
+ 0.07%
$53.13 - $54.36 $744 - $761
19.4K $1.06M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
399
+ 3.61%
$21.61 - $22.87 $8.62K - $9.13K
11.5K $260K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
156
+ 1.86%
$50.15 - $51.27 $7.82K - $8K
8.55K $438K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
2.07K
+ 4.87%
$17.08 - $20.64 $35.3K - $42.7K
44.5K $855K
PANW
Palo Alto Networks Inc

Technology
2
+ 0.17%
$294.18 - $368.01 $588 - $736
1.16K $395K
CGMU
Capital Group Core Plus Income
4.89K
+ 3.1%
N/A
162K $0
T Rowe Price ETF Inc
13.6K
+ 148.67%
N/A
22.7K $0
VUSB
Vanguard Bd Index Fds
14
+ 0.22%
N/A
6.51K $0
MGM
Mgm Resorts International

Consumer Cyclical
60
+ 1.11%
$34.07 - $46.78 $2.04K - $2.81K
5.46K $213K
CVX
Chevron Corp

Energy
18
+ 0.43%
$137.88 - $161.97 $2.48K - $2.92K
4.24K $624K
F
Ford Motor CO

Consumer Cyclical
1.4K
+ 3.82%
$9.71 - $14.55 $13.6K - $20.4K
38.2K $402K
AVGO
Broadcom Inc.

Technology
1.52K
+ 567.91%
$136.27 - $1745.86 $207K - $2.66M
1.79K $308K
DVN
Devon Energy Corp

Energy
123
+ 0.51%
$37.87 - $48.65 $4.66K - $5.98K
24.3K $950K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.58K
+ 1.0%
$8.26 - $12.16 $13.1K - $19.2K
160K $1.43M
Activity Summary
Buys All Purchases 95 New Holdings 19 Increased Positions 76 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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