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The Family Firm’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

The Family Firm’s Portfolio NOBL Stock Details NOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$9.61K – 623
2024
Q2 		$9.61K Buy
+200
New +$9.79K ﹤0.01% 686

Other funds holding NOBL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

The Family Firm's NOBL Position: Q3 2024 in Review

The Family Firm sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q3 2024, closing a stake of 200 shares — an estimated $9.61K sold.

The Family Firm first reported a position in NOBL in Q2 2024 and held it in 1 quarter. The position peaked at $9.61K in Q2 2024. 745 funds tracked by Wall St. Rank hold NOBL as of Q3 2024.

  • The Family Firm reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 200 ProShares S&P 500 Dividend Aristocrats ETF shares in Q3 2024, an estimated $9.61K.
  • The Family Firm first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $9.61K in Q2 2024.
  • 745 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.