Filing Research | NEW YORK LIFE INVESTMENTS ET Institutional Holdings

Snapshot holdings

2 / 2 loaded

#		Instrument	quantity
1	Paul R. Ried Financial Group, LLC	Shares	26.3KSH	$1.0M
2	Golden State Wealth Management, LLC	Shares	10.7KSH	$408.4K

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

3 / 3 loaded

#		Instrument
1	Paul R. Ried Financial Group, LLC trimmed	Shares	-284	+$70.3K	$1.0M
2	Golden State Wealth Management, LLC trimmed	Shares	-493	+$15.2K	$408.4K
3	KWB Wealth exited	Shares	-10.6K	-$372.3K	$0