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Aspire Private Capital’s Astoria US Quality Kings ETF ROE Stock Holding History

Aspire Private Capital’s Portfolio ROE Stock Details ROE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-140
Closed -$4.31K – 527
2024
Q3 		$4.31K Buy
+140
New +$4.17K ﹤0.01% 478

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VWWMG
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AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
GS
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LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

Aspire Private Capital's ROE Position: Q4 2024 in Review

Aspire Private Capital sold out of Astoria US Quality Kings ETF (ROE) in Q4 2024, closing a stake of 140 shares — an estimated $4.31K sold.

Aspire Private Capital first reported a position in ROE in Q3 2024 and held it in 1 quarter. The position peaked at $4.31K in Q3 2024. 41 funds tracked by Wall St. Rank hold ROE as of Q4 2024.

  • Aspire Private Capital reported no remaining Astoria US Quality Kings ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 140 Astoria US Quality Kings ETF shares in Q4 2024, an estimated $4.31K.
  • Aspire Private Capital first reported a position in Astoria US Quality Kings ETF in Q3 2024 and held it in 1 quarter.
  • Aspire Private Capital's Astoria US Quality Kings ETF position peaked at $4.31K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.