Wny Asset Management, LLC Portfolio Holdings
Wny Asset Management, LLC
- $826 Million
- Q3 2024
Wny Asset Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $826 Million distributed in 231 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 $88.3M, Capital Group Divid Value ETF with a value of $76.2M, T Rowe Price Exchange Traded F with a value of $66.9M, Dimensional ETF Tr with a value of $51.3M, and Dimensional ETF Tr U S Core Eq with a value of $37M.
Examining the 13F form we can see an increase of $102M in the current position value, from $724M to 826M.
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 $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 231
- Current Value $826 Million
- Prior Value $724 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 19 stocks
- Additional Purchases 76 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks