Fingerlakes Wealth Management, Inc.
Position in VTN — Invesco Trust for Investment Grade New York Municipals
CIK 1910248
ITHACA, NY
Position in VTN
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$114,552
-$3,816 QoQ
Shares Held
10,471
+1.8% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.24%
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 VTN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Fingerlakes Wealth Management, Inc. holds $190,129 across 2 Asset Management names.
All Filings in VTN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,552 | 10,471 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $118,368 | 10,284 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $111,290 | 10,099 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||