Callan Family Office, LLC Reduced Holdings in Q3 2024

Callan Family Office, LLC

  • $595 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-130K
- 62.12%
$75.32 - $84.37 $9.83M - $11M
79.5K $6.65B
WFC
Wells Fargo & Company

Financial Services
-85.4K
- 92.82%
$51.58 - $60.97 $4.4M - $5.21M
6.61K $373M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.47K
- 7.19%
$517.38 - $573.86 $2.31M - $2.56M
57.7K $33.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.87K
- 30.68%
$71.45 - $75.64 $348K - $369K
11K $827M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-5.15K
- 27.5%
$19.01 - $20.7 $97.9K - $107K
13.6K $278M
ADBE
Adobe Inc.

Technology
-96
- 17.17%
$508.13 - $586.55 $48.8K - $56.3K
463 $240M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-22
- 2.09%
$320.55 - $412.94 $7.05K - $9.08K
1.03K $401M
OZK
Bank Ozk

Financial Services
-162
- 2.89%
$39.66 - $47.08 $6.42K - $7.63K
5.44K $234M
SPG
Simon Property Group Inc

Real Estate
-40
- 2.43%
$146.09 - $170.11 $5.84K - $6.8K
1.6K $271M
OEF
Ishares S&P 100 ETF

ETFs
-130
- 2.75%
$266.03 - $266.03 $34.6K - $34.6K
4.6K $1.27B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.03%
$434.77 - $502.96 $435 - $503
3.75K $1.83B
IBM
International Business Machines Corp

Technology
-58
- 4.49%
$175.1 - $223.38 $10.2K - $13K
1.23K $273M
BX
Blackstone Inc.

Financial Services
-136
- 5.63%
$120.77 - $159.66 $16.4K - $21.7K
2.28K $349M
EMGF
Ishares Msci Emerging Markets

ETFs
-3.52K
- 4.07%
$44.02 - $50.58 $155K - $178K
82.9K $4.13B
VOE
Vanguard Mid Cap Value Index F

ETFs
-174
- 2.39%
$149.02 - $167.67 $25.9K - $29.2K
7.12K $1.19B
EFV
Msci Eafe Value ETF

ETFs
-2.19K
- 2.01%
$51.72 - $57.96 $113K - $127K
107K $6.15B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.87K
- 1.5%
$58.03 - $65.37 $108K - $122K
123K $7.94B
DVY
Ishares Tr

ETFs
-105
- 0.27%
$119.99 - $135.74 $12.6K - $14.3K
39.1K $5.28B
Activity Summary
Buys All Purchases 158 New Holdings 42 Increased Positions 116 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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