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

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / NYLI WINSLOW FOC
Number of holders
4
Total 13F shares, excl. options
214,741
Shares change
+6,659
Total reported value, excl. options
$9,168,775
Value change
+$284,318
Number of buys
1
Number of sells
-1
Price
$42.7

Significant Holders of NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC (IWFG) as of Q1 2025

4 filings reported holding IWFG - NEW YORK LIFE INVTS ACTIVE E - NYLI WINSLOW FOC as of Q1 2025.
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 214,741 shares .
Largest 4 shareholders include NEW YORK LIFE INVESTMENT MANAGEMENT LLC (200,000 shares), GOLDMAN SACHS GROUP INC (7,993 shares), CITADEL ADVISORS LLC (6,714 shares), and UBS Group AG (34 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.