Filing Research | NEW YORK LIFE INVTS ACTIVE E Institutional Holdings

Snapshot holdings

2 / 2 loaded

#		Instrument	quantity
1	Kesler, Norman & Wride, LLC	Shares	102.0KSH	$5.8M
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	382SH	$21.5K

Manager changes2026-06-30 vs 2026-03-31

3 / 3 loaded

#		Instrument
1	Kesler, Norman & Wride, LLC trimmed	Shares	-1.7K	+$824.3K	$5.8M
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$3.0K	$21.5K
3	Blue Trust, Inc. exited	Shares	-384	-$18.3K	$0