Family Wealth Partners’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Family Wealth Partners’s Portfolio ROOF Stock Details ROOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,779	Closed	-$239K	–	45
2024 Q3	$239K	Buy	+10,779	New	+$226K	0.12%	41

Family Wealth Partners's ROOF Position: Q4 2024 in Review

Family Wealth Partners sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q4 2024, closing a stake of 10,779 shares — an estimated $239K sold.

Family Wealth Partners first reported a position in ROOF in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 0 funds tracked by Wall St. Rank hold ROOF as of Q4 2024.

Family Wealth Partners reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Family Wealth Partners sold 10,779 NYLI CBRE NextGen Real Estate ETF shares in Q4 2024, an estimated $239K.
Family Wealth Partners first reported a position in NYLI CBRE NextGen Real Estate ETF in Q3 2024 and held it in 1 quarter.
Family Wealth Partners's NYLI CBRE NextGen Real Estate ETF position peaked at $239K in Q3 2024.
0 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q4 2024.

Based on Family Wealth Partners's 13F filing for Q4 2024, filed 15 Jan 2025.