Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / NYLI HEALTHY HEA
-
Total 13F shares
-
200,059
-
Share change
-
-13,820
-
Total reported value
-
$6,256,900
-
Price per share
-
$31.28
-
Number of holders
-
5
-
Value change
-
-$423,290
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of NEW YORK LIFE INVESTMENTS ET - NYLI HEALTHY HEA (HART) as of Q1 2025
As of 31 Mar 2025,
NEW YORK LIFE INVESTMENTS ET - NYLI HEALTHY HEA (HART) was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
200,059 shares.
The largest 5 holders included
NEW YORK LIFE INVESTMENT MANAGEMENT LLC, UBS Group AG, ROYAL BANK OF CANADA, JPMORGAN CHASE & CO, and MORGAN STANLEY.
This page lists
5
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.