Wny Asset Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Wny Asset Management, LLC

  • $802 Million
  • Q1 2025
Number of Shares
47,906
Previous 23,974 99.82%
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 05, 2025
BUY
N/A
23,932 Added 99.82%
47,906 $0
Q4 2024

Feb 21, 2025
BUY
N/A
23,974 New
23,974 $0
Track This Portfolio

Track Wny Asset Management, LLC Portfolio

Follow Wny Asset Management, 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 Wny Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wny Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email