Family Asset Management, LLC Reduced Holdings in Q3 2024

Family Asset Management, LLC

  • $166 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-68
- 7.34%
$50.29 - $54.92 $3.42K - $3.73K
858 $46.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-86
- 4.52%
$22.38 - $23.66 $1.92K - $2.03K
1.82K $42.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-50
- 8.18%
$46.9 - $51.96 $2.35K - $2.6K
561 $28.9M
IGM
Ishares Expanded Tech Sector E

ETFs
-5
- 1.29%
$84.03 - $98.62 $420 - $493
383 $36.7M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-11
- 5.24%
$35.6 - $38.62 $392 - $425
199 $7.65M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1.43K
- 5.98%
$47.72 - $53.81 $68.3K - $77.1K
22.5K $1.2B
IVV
Ishares Core S&P 500 ETF

ETFs
-172
- 5.09%
$520.18 - $576.82 $89.5K - $99.2K
3.21K $1.85B
VLUE
Ishares Msci Usa Value Factor

ETFs
-4
- 1.56%
$99.14 - $109.18 $397 - $437
253 $27.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-108
- 7.84%
$105.53 - $118.34 $11.4K - $12.8K
1.27K $149M
EEM
Ishares Msci Emerging Markets

ETFs
-3
- 0.57%
$40.42 - $46.7 $121 - $140
522 $23.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1
- 0.32%
$113.45 - $126.18 $113 - $126
307 $38.7M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-279
- 5.64%
$46.96 - $52.8 $13.1K - $14.7K
4.67K $244M
IWY
Ishares Tr Russell 200 Growth

ETFs
-6
- 0.85%
$194.66 - $225.97 $1.17K - $1.36K
696 $153M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15
- 0.32%
$49.93 - $51.15 $749 - $767
4.61K $236M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-140
- 4.43%
$89.91 - $101.33 $12.6K - $14.2K
3.02K $296M
IYM
Ishares Tr

ETFs
-67
- 4.07%
$136.13 - $151.64 $9.12K - $10.2K
1.58K $237M
BDX
Becton Dickinson & CO

Healthcare
-15
- 0.99%
$221.47 - $242.41 $3.32K - $3.64K
1.5K $362M
RYH
Invesco S&P 500 Equal Weight H

ETFs
-44
- 0.97%
N/A
4.51K $145M
ITA
Ishares Tr

ETFs
-1
- 0.18%
$131.58 - $149.64 $132 - $150
545 $81.6M
VIG
Vanguard Dividend Appreciation

ETFs
-93
- 5.08%
$182.15 - $182.15 $16.9K - $16.9K
1.74K $344M
CFG
Citizens Financial Group Inc

Financial Services
-612
- 8.64%
$35.24 - $43.24 $21.6K - $26.5K
6.47K $266M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.97K
- 5.39%
$19.88 - $21.63 $39.1K - $42.6K
34.5K $743M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-23
- 0.76%
$69.16 - $76.64 $1.59K - $1.76K
3K $225M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-779
- 3.7%
$54.98 - $59.51 $42.8K - $46.4K
20.3K $1.21B
GNMA
Ishares Gnma Bond ETF

ETFs
-76
- 0.74%
$42.68 - $45.25 $3.24K - $3.44K
10.2K $456M
RXI
Ishares Tr

ETFs
-68
- 4.25%
$150.45 - $178.42 $10.2K - $12.1K
1.53K $272M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-618
- 4.44%
$51.29 - $56.57 $31.7K - $35K
13.3K $752M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-301
- 1.38%
$36.06 - $37.66 $10.9K - $11.3K
21.5K $808M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3
- 0.05%
$57.32 - $62.65 $172 - $188
5.73K $357M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10
- 0.17%
$96.25 - $101.98 $963 - $1.02K
5.98K $606M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-396
- 3.07%
$50.99 - $57.81 $20.2K - $22.9K
12.5K $715M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 3.9%
$405.19 - $478.57 $13.8K - $16.3K
837 $385M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-3
- 0.04%
$43.97 - $48.45 $132 - $145
7.69K $373M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-313
- 1.37%
$49.82 - $52.8 $15.6K - $16.5K
22.5K $1.18B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-22
- 0.32%
$71.86 - $78.56 $1.58K - $1.73K
6.86K $539M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-786
- 3.17%
$23.66 - $26.53 $18.6K - $20.9K
24K $629M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-159
- 2.36%
$104.5 - $114.97 $16.6K - $18.3K
6.57K $752M
JNJ
Johnson & Johnson

Healthcare
-22
- 0.66%
$145.48 - $167.38 $3.2K - $3.68K
3.32K $539M
WMT
Walmart Inc.

Consumer Defensive
-48
- 0.88%
$66.91 - $81.4 $3.21K - $3.91K
5.39K $435M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-29
- 0.23%
$113.41 - $125.62 $3.29K - $3.64K
12.5K $1.58B
URTH
Ishares Msci World ETF

ETFs
-177
- 1.35%
$140.68 - $156.99 $24.9K - $27.8K
12.9K $2.03B
IWV
Ishares Russell 3000 ETF

ETFs
-201
- 2.16%
$294.75 - $326.73 $59.2K - $65.7K
9.09K $2.97B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.15K
- 3.8%
$75.32 - $84.37 $162K - $181K
54.3K $4.54B
MFA
Mfa Financial, Inc.

Real Estate
-2.14K
- 2.89%
$10.45 - $13.17 $22.4K - $28.2K
72K $916M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-28
- 0.32%
$125.95 - $142.04 $3.53K - $3.98K
8.8K $1.25B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.08K
- 1.47%
$84.77 - $97.13 $91.6K - $105K
72.5K $6.94B
XLY
Select Sector Spdr Consumer Di

ETFs
-74
- 0.68%
$170.05 - $200.86 $12.6K - $14.9K
10.8K $2.16B
IVE
Ishares S&P 500 Value ETF

ETFs
-337
- 1.79%
$181.06 - $197.17 $61K - $66.4K
18.5K $3.64B
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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