Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO | 02-08-2024 | 12-31-2023 | 122 | 772,869,334 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP | COM | 101 | $532,239 | 14,416 | 0.00 | 0.00 | -129 | -0.89 | 12-31-2023 |
| BLACKROCK MUNIYIELD N Y QUAL | COM | 102 | $526,830 | 51,000 | 0.00 | 0.00 | 2,000 | 4.08 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 103 | $524,148 | 3,514 | 0.00 | 0.00 | -91 | -2.52 | 12-31-2023 |
| WASTE MGMT INC DEL | COM | 104 | $492,525 | 2,750 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
