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Family Management’s Goose Hollow Tactical Allocation ETF GHTA Stock Holding History

Family Management’s Portfolio GHTA Stock Details GHTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$138K – 185
2023
Q4 		$138K Sell
5,000
-700
-12% -$18.1K 0.03% 141
2023
Q3 		$144K Buy
+5,700
New +$149K 0.03% 133

Other funds holding GHTA

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Family Management's GHTA Position: Q1 2024 in Review

Family Management sold out of Goose Hollow Tactical Allocation ETF (GHTA) in Q1 2024, closing a stake of 5,000 shares — an estimated $138K sold.

Family Management first reported a position in GHTA in Q3 2023 and held it in 2 quarters. The position peaked at $144K in Q3 2023. 4 funds tracked by Wall St. Rank hold GHTA as of Q1 2024.

  • Family Management reported no remaining Goose Hollow Tactical Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Family Management sold 5,000 Goose Hollow Tactical Allocation ETF shares in Q1 2024, an estimated $138K.
  • Family Management first reported a position in Goose Hollow Tactical Allocation ETF in Q3 2023 and held it in 2 quarters.
  • Family Management's Goose Hollow Tactical Allocation ETF position peaked at $144K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Goose Hollow Tactical Allocation ETF as of Q1 2024.

Based on Family Management's 13F filing for Q1 2024, filed 15 May 2024.