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New York Cmnty Cap Tr V unit 99/99/9999 shares owned by Ballast Advisors

Quarter-by-quarter ownership of New York Cmnty Cap Tr V unit 99/99/9999 (FLG.PU) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in New York Cmnty Cap Tr V unit 99/99/9999

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All positions including New York Cmnty Cap Tr V unit 99/99/9999 held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Cmnty Cap Tr V unit 99/99/9999 by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9k 101 38.75
2020-03-31 $12k 280 42.86

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding New York Cmnty Cap Tr V unit 99/99/9999

Infrastructure Capital Advisors
BlackRock
Lord, Abbett & Co
Morgan Stanley
Cutler Capital Management
Pinnacle Holdings
Sandler O'Neill Asset Management
Stifel Financial
Mutual Advisors
Kestra Advisory Services
Wells Fargo & Company
Rockefeller Capital Management
Advisor Group Holdings
Bangor Savings Bank
Northwestern Mutual Wealth Management Company

View all funds holding New York Cmnty Cap Tr V unit 99/99/9999