Hershey Financial Advisers’s State Street Income Allocation ETF INKM Stock Holding History

Hershey Financial Advisers’s Portfolio INKM Stock Details INKM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$4.72K	Buy	+154	New	+$4.75K	﹤0.01%	114

Other funds holding INKM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

RPC

Rossmore Private Capital Glastonbury, Connecticut $1.14B AUM 23.53% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hershey Financial Advisers's INKM Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in State Street Income Allocation ETF (INKM) in Q2 2024: 154 shares worth $4.72K. The stake represents ﹤0.01% of the portfolio and ranks #114 among its holdings.

16 funds tracked by Wall St. Rank hold INKM as of Q2 2024.

Hershey Financial Advisers held 154 shares of State Street Income Allocation ETF worth $4.72K as of Q2 2024.
State Street Income Allocation ETF was a new Hershey Financial Advisers position in Q2 2024.
State Street Income Allocation ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #114 holding.
16 funds tracked by Wall St. Rank held State Street Income Allocation ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.