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New York Life Invts shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of New York Life Invts (MMSD) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in New York Life Invts

Tip: Access up to 7 years of quarterly data

All positions including New York Life Invts held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Life Invts by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.6M 220k 25.33

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State Street Spdr S&p 500 Etf Etf (SPY)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Invenio Wealth Partners

Top funds holding New York Life Invts

New York Life Investment Management
Cetera Investment Advisers
Invenio Wealth Partners
M Wealth Management
Wealth Enhancement Advisory Services
Royal Bank of Canada
Jane Street
Jpmorgan Chase & Co
UBS Group

View all funds holding New York Life Invts