APA
CIK

Astoria Portfolio Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Astoria Portfolio Advisors’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,428
Closed -$60.1K – 161
2023
Q2 		$60.1K Buy
20,428
+599
+3% +$1.65K 0.02% 189
2023
Q1 		$51K Buy
19,829
+6,111
+45% +$16.4K 0.02% 187
2022
Q4 		$36.4K Buy
+13,718
New +$35.7K 0.02% 200

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return