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

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / NYLI WINSLOW FOC
Number of holders
3
Total 13F shares, excl. options
208,186
Shares change
-43,358
Total reported value, excl. options
$9,618,339
Value change
-$1,979,203
Number of buys
1
Number of sells
-2
Price
$46.2

Significant Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) as of Q3 2024

5 filings reported holding IWFG - NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC as of Q3 2024.
NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 208,186 shares .
Largest 5 shareholders include NEW YORK LIFE INVESTMENT MANAGEMENT LLC (200,000 shares), GOLDMAN SACHS GROUP INC (8,095 shares), UBS Group AG (91 shares), CITADEL ADVISORS LLC (0 shares), and Cambridge Investment Research Advisors, Inc. (0 shares).
This table shows the top 3 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.