Wny Asset Management, LLC Portfolio Holdings
Wny Asset Management, LLC
- $724 Million
- Q2 2024
Wny Asset Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $724 Million distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $60.7M, Capital Group Divid Value ETF with a value of $59.1M, T Rowe Price Exchange Traded F with a value of $48.2M, Jp Morgan ETF Fd Tr Active Val with a value of $31.9M, and Spdr Gold Trust with a value of $30.9M.
Examining the 13F form we can see an increase of $88.4M in the current position value, from $636M to 724M.
Wny Asset Management, LLC is based out at Williamsville, NY
Below you can find more details about Wny Asset Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 235
- Current Value $724 Million
- Prior Value $636 Million
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 20 stocks
- Additional Purchases 87 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks