NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG)

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / NYLI WINSLOW FOC
Number of holders
4
Total 13F shares, excl. options
251,544
Shares change
+35,532
Total reported value, excl. options
$11,482,902
Value change
+$1,621,998
Number of buys
1
Number of sells
-1
Price
$45.65

Significant Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) as of Q2 2024

4 filings reported holding IWFG - NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC as of Q2 2024.
NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 251,544 shares .
Largest 4 shareholders include NEW YORK LIFE INVESTMENT MANAGEMENT LLC (200,000 shares), Cambridge Investment Research Advisors, Inc. (38,336 shares), GOLDMAN SACHS GROUP INC (8,095 shares), and CITADEL ADVISORS LLC (5,113 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.