W.G. Shaheen & Associates DBA Whitney & Co

Q3 2024 13F Detailed Holdings

Location
Rochester, NY
Holdings as of
9/30/2024
Value ($000)
$932,958
Num holdings
130
Date filed
11/7/2024
Form type
13F-HR
Prev filing
7/30/2024
Next filing
SEC
View on sec.gov
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