Fingerlakes Wealth Management, Inc.
Position in EAD — Allspring Income Opportunities Fund
CIK 1910248
ITHACA, NY
Position in EAD
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$137,700
-$3,039 QoQ
Shares Held
21,250
+2.4% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Fingerlakes Wealth Management, Inc. holds $293,108 across 3 Asset Management names. EAD ranks #1 (47.0% of the industry book) .
All Filings in EAD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,700 | 21,250 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $140,739 | 20,758 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $150,378 | 21,452 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||