Keudell/Morrison Wealth Management
Position in CPLB — NYLI MacKay Core Plus Bond ETF
CIK 1785498
Salem, OR
All Filings in CPLB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CPLB | $616,707 | 29,395 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 CPLB | $533,297 | 25,120 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 CPLB | $636,700 | 29,864 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 CPLB | $607,346 | 28,581 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 CPLB | $557,966 | 26,815 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 CPLB | $558,322 | 25,670 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 CPLB | $536,819 | 25,695 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 CPLB | $421,159 | 20,060 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 CPLB | $365,564 | 17,350 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 CPLB | $343,700 | 17,185 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 CPLB | $312,150 | 15,000 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 CPLB | $299,943 | 14,175 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||