Dopkins Wealth Management, LLC Ishares New York Muni Bond ETF Transaction History
Dopkins Wealth Management, LLC
- $230 Million
- Q4 2025
A detailed history of Dopkins Wealth Management, LLC transactions in Ishares New York Muni Bond ETF stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 13,711 shares of NYF stock, worth $733,538. This represents 0.32% of its overall portfolio holdings.
Number of Shares
13,711
Previous 12,556
9.2%
Holding current value
$733,538
Previous $669,000
9.57%
% of portfolio
0.32%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding NYF
# of Institutions
200Shares Held
9.93MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC1.04MShares$55.7 Million0.14% of portfolio
-
High Probability Advisors, LLC Pittsford, NY705KShares$37.7 Million5.15% of portfolio
-
Bank Of America Corp Charlotte, NC585KShares$31.3 Million0.0% of portfolio
-
Morgan Stanley New York, NY492KShares$26.3 Million0.0% of portfolio
-
Facet Wealth, Inc.447KShares$23.9 Million0.49% of portfolio