ML & R Wealth Management LLC

SEC CIK: 0001903320
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

NLY holding history

Annaly Capital Management Inc in every 13F filed by ML & R Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NLY overview All 13F holders of NLY Full Q1 2024 holdings

Shares (Q3 2022): 0; Sold out in Q3 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of NLY by ML & R Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2022	0	$0	0.0%	−2,500−100.0%	Sold outConverted for a 1-for-4 split	Holders
Q2 2022	10,000	$59.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2022	10,000	$70.0K	<0.1%	+10,000	New	Holders