W.G. Shaheen & Associates DBA Whitney & Co

Q2 2024 13F Detailed Holdings

Location
Rochester, NY
Holdings as of
6/30/2024
Value ($000)
$870,643
Num holdings
124
Date filed
7/30/2024
Form type
13F-HR
Prev filing
5/8/2024
Next filing
11/7/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None