Halpern Financial’s iShares S&P 100 ETF OEF Stock Holding History

Halpern Financial’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	$10.7K	Buy	+39	New	+$10.4K	﹤0.01%	162

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

Halpern Financial's OEF Position: Q3 2024 in Review

Halpern Financial opened a new position in iShares S&P 100 ETF (OEF) in Q3 2024: 39 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #162 among its holdings.

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

Halpern Financial held 39 shares of iShares S&P 100 ETF worth $10.7K as of Q3 2024.
iShares S&P 100 ETF was a new Halpern Financial position in Q3 2024.
iShares S&P 100 ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #162 holding.
789 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.