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

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

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

Tip: Access up to 7 years of quarterly data

All positions including New York Cmnty Cap Tr V unit 99/99/9999 held by EverSource Wealth 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 26k 39.86
2025-06-30 $1.0M 26k 38.46
2024-03-31 $2.3k 77 29.81
2023-12-31 $3.2k 77 41.51

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View all positions for EverSource Wealth Advisors

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

Infrastructure Capital Advisors
BlackRock
Lord, Abbett & Co
Cutler Capital Management
Sandler O'Neill Asset Management
Pinnacle Holdings
Stifel Financial
Mutual Advisors
Kestra Advisory Services
EverSource Wealth Advisors
Wells Fargo & Company
Rockefeller Capital Management
Susquehanna International
IMS Capital Management
LPL Financial

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