Wny Asset Management, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $636 Million distributed in 233 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 $55.9M, Capital Group Divid Value ETF with a value of $50.6M, Ishares Barclays 20+ Year Trea with a value of $41.2M, Capital Group Global Growth Eq with a value of $35.5M, and Jp Morgan ETF Fd Tr Active Val with a value of $24.3M.
Examining the 13F form we can see an increase of $50.9M in the current position value, from $585M to 636M.
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.