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W.G. Shaheen & Associates DBA Whitney & Co13F | |
W.G. Shaheen & Associates DBA Whitney & Co | |
Last update 2024-11-07 | 130 Stocks (9 new) |
Value $933.00 Mil | Turnover 4 % |
Portfolio Report |
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
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W.G. Shaheen & Associates DBA Whitney & Co Total Holding History ($B)
W.G. Shaheen & Associates DBA Whitney & Co's Asset Allocation
W.G. Shaheen & Associates DBA Whitney & Co Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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W.G. Shaheen & Associates DBA Whitney & Co's Hypothetical Growth since 2024-09-30
W.G. Shaheen & Associates DBA Whitney & Co's Yearly Returns
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W.G. Shaheen & Associates DBA Whitney & Co's Holdings Heat Map
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