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New York Life Invts shares owned by M Wealth Management

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

Historical chart of M Wealth Management investment in New York Life Invts

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in New York Life Invts by M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $842k 33k 25.52

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Shares Represent (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)

View all positions for M Wealth Management

Top funds holding New York Life Invts

New York Life Insurance
M Wealth Management
Octavia Wealth Advisors
Royal Bank of Canada

View all funds holding New York Life Invts