Colony Family Offices, LLC Purchases in Q3 2024

Colony Family Offices, LLC

  • $296 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
76.8K
+ 32.01%
$105.53 - $118.34 $8.1M - $9.09M
317K $37M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.2K
+ 1.48%
$56.04 - $62.2 $795K - $882K
975K $60.7M
IEFA
Ishares Tr

ETFs
8.49K
+ 1.51%
$70.09 - $78.74 $595K - $668K
571K $44.6M
GUNR
Flexshares Tr Morningstar Glob

ETFs
55.7K
+ 15.54%
$38.51 - $41.48 $2.15M - $2.31M
414K $17.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.9K
+ 85.41%
$71.45 - $75.64 $1.85M - $1.96M
56.1K $4.22M
VB
Vanguard Small Cap ETF

ETFs
6K
+ 24.44%
$214.77 - $237.72 $1.29M - $1.43M
30.5K $7.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
27.3K
+ 12.28%
$49.93 - $51.15 $1.36M - $1.4M
249K $12.8M
VGSH
Vanguard

ETFs
18.6K
+ 14.73%
$57.74 - $59.13 $1.08M - $1.1M
145K $8.57M
IVV
Ishares Core S&P 500 ETF

ETFs
1.53K
+ 35.32%
$520.18 - $576.82 $794K - $880K
5.85K $3.37M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.29K
+ 14.48%
$112.99 - $126.45 $597K - $668K
41.8K $5.26M
VIG
Vanguard Dividend Appreciation

ETFs
2.35K
+ 7.95%
$182.15 - $182.15 $429K - $429K
31.9K $5.82M
SCHC
Schwab Strategic Tr Intl Small

ETFs
8.12K
+ 23.25%
$34.48 - $38.87 $280K - $316K
43K $1.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.57K
+ 10.51%
$57.32 - $62.65 $205K - $224K
37.6K $2.34M
FQAL
Fidelity Covington Tr Quality

ETFs
3.68K
+ 102.42%
$58.92 - $64.9 $217K - $239K
7.26K $471K
XLY
Select Sector Spdr Consumer Di

ETFs
55
+ 0.49%
$170.05 - $200.86 $9.35K - $11K
11.4K $2.28M
VEA
Vanguard Ftse Developed Market

ETFs
1.94K
+ 5.98%
$47.6 - $53.31 $92.4K - $104K
34.4K $1.82M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.7K
+ 15.6%
$59.25 - $65.33 $101K - $111K
12.6K $817K
XLV
Select Sector Spdr Fund Health

ETFs
40
+ 0.27%
$143.3 - $157.24 $5.73K - $6.29K
15K $2.31M
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.24K
+ 4.71%
$24.06 - $26.97 $29.7K - $33.3K
27.5K $737K
ITOT
Ishares Core S&P Total U.S. St

ETFs
499
New
$113.41 - $125.62 $56.6K - $62.7K
499 $62K
IWR
Ishares Russell Mid Cap ETF

ETFs
638
New
$79.92 - $88.19 $51K - $56.3K
638 $56K
XLB
Select Sector Spdr Fd Material

ETFs
55
+ 1.16%
$86.95 - $97.09 $4.78K - $5.34K
4.81K $463K
VTI
Vanguard Total Stock Market Et

ETFs
123
New
$255.18 - $283.2 $31.4K - $34.8K
123 $34K
IVE
Ishares S&P 500 Value ETF

ETFs
119
+ 77.27%
$181.06 - $197.17 $21.5K - $23.5K
273 $53K
IWM
Ishares Russell 2000 ETF

ETFs
104
New
$200.87 - $224.6 $20.9K - $23.4K
104 $22K
TIP
Ishares Tr Tips Bd ETF

ETFs
133
+ 6.98%
$105.92 - $110.83 $14.1K - $14.7K
2.04K $225K
VO
Vanguard Mid Cap ETF

ETFs
79
New
$237.84 - $263.83 $18.8K - $20.8K
79 $20K
VV
Vanguard Large Cap ETF

ETFs
63
+ 30.43%
$236.92 - $263.4 $14.9K - $16.6K
270 $71K
VCIT
Vanguard Intermediate Term Cor

ETFs
198
New
$79.29 - $84.02 $15.7K - $16.6K
198 $16K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
200
New
$74.26 - $78.84 $14.9K - $15.8K
200 $15K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
135
New
$96.25 - $101.98 $13K - $13.8K
135 $13K
XLF
Financial Sector Spdr

ETFs
200
New
$40.84 - $45.74 $8.17K - $9.15K
200 $9K
XLE
Energy Sector Spdr

ETFs
87
New
$84.35 - $93.39 $7.34K - $8.12K
87 $7K
DJP
Barclays Bank PLC

ETFs
33
+ 0.51%
$32.3 - $32.3 $1.07K - $1.07K
6.48K $209K
2023 ETF Series Trust Ii
99.1K
+ 82.4%
N/A
219K $0
XLP
Consumer Staples Sector Spdr

ETFs
51
+ 0.31%
$76.04 - $76.04 $3.88K - $3.88K
16.3K $1.24M
TROW
Price T Rowe Group Inc

Financial Services
56
+ 0.44%
$101.71 - $120.75 $5.7K - $6.76K
12.7K $1.38M
Activity Summary
Buys All Purchases 38 New Holdings 10 Increased Positions 28 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Colony Family Offices, LLC Portfolio

Follow Colony Family Offices, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colony Family Offices, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colony Family Offices, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email