Family Asset Management’s iShares S&P 100 ETF OEF Stock Holding History

Family Asset Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$14.4K	Buy	+52	New	+$13.9K	0.01%	174

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Family Asset Management's OEF Position: Q3 2024 in Review

Family Asset Management opened a new position in iShares S&P 100 ETF (OEF) in Q3 2024: 52 shares worth $14.4K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings.

789 funds tracked by Wall St. Rank hold OEF as of Q3 2024.

Family Asset Management held 52 shares of iShares S&P 100 ETF worth $14.4K as of Q3 2024.
iShares S&P 100 ETF was a new Family Asset Management position in Q3 2024.
iShares S&P 100 ETF made up 0.01% of Family Asset Management's portfolio in Q3 2024, its #174 holding.
789 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.