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Jaffetilchin Investment Partners’s Wahed Dow Jones Islamic World ETF UMMA Stock Holding History

Jaffetilchin Investment Partners’s Portfolio UMMA Stock Details UMMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,458
Closed -$62.7K – 1253
2024
Q3 		$62.7K Buy
+2,458
New +$61.1K ﹤0.01% 541

Other funds holding UMMA

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jaffetilchin Investment Partners's UMMA Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Wahed Dow Jones Islamic World ETF (UMMA) in Q4 2024, closing a stake of 2,458 shares — an estimated $62.7K sold.

Jaffetilchin Investment Partners first reported a position in UMMA in Q3 2024 and held it in 1 quarter. The position peaked at $62.7K in Q3 2024. 18 funds tracked by Wall St. Rank hold UMMA as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Wahed Dow Jones Islamic World ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,458 Wahed Dow Jones Islamic World ETF shares in Q4 2024, an estimated $62.7K.
  • Jaffetilchin Investment Partners first reported a position in Wahed Dow Jones Islamic World ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Wahed Dow Jones Islamic World ETF position peaked at $62.7K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Wahed Dow Jones Islamic World ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.