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New York Mortgage Tr shares owned by Creative Planning

Quarter-by-quarter ownership of New York Mortgage Tr (NYMT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in New York Mortgage Tr

Tip: Access up to 7 years of quarterly data

All positions including New York Mortgage Tr held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New York Mortgage Tr by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $85k 14k 6.33
2024-06-30 $70k 12k 5.84
2023-06-30 $166k 17k 9.92

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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding New York Mortgage Tr

BlackRock
BlackRock
Vanguard Group
Allspring Global Investments Holdings
State Street Corporation
Invesco
Geode Capital Management
EMG Holdings
Charles Schwab Investment Management
Mirae Asset Global Etfs Holdings
Balyasny Asset Management
Morgan Stanley
Northern Trust
Brandywine Global Investment Management
Van Eck Associates Corp.

View all funds holding New York Mortgage Tr