Klingman & Associates, LLC Reduced Holdings in Q3 2024

Klingman & Associates, LLC

  • $1.61 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-364
- 1.44%
$69.31 - $77.34 $25.2K - $28.2K
24.9K $1.91M
VB
Vanguard Small Cap ETF

ETFs
-35
- 0.32%
$214.77 - $237.72 $7.52K - $8.32K
11.1K $2.63M
GE
General Electric CO

Industrials
-175
- 2.05%
$156.66 - $189.66 $27.4K - $33.2K
8.36K $1.58M
META
Meta Platforms, Inc.

Communication Services
-71
- 1.72%
$453.41 - $572.44 $32.2K - $40.6K
4.05K $2.32M
BX
Blackstone Inc.

Financial Services
-63
- 0.48%
$120.77 - $159.66 $7.61K - $10.1K
13.1K $2.01M
COMP
Compass, Inc.

Technology
-35.2K
- 14.02%
$3.36 - $6.59 $118K - $232K
216K $1.32M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-9.16K
- 0.8%
$48.06 - $49.39 $440K - $452K
1.14M $56.4M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-6.62K
- 0.65%
$23.63 - $24.42 $156K - $162K
1.02M $24.8M
IWM
Ishares Russell 2000 ETF

ETFs
-238
- 0.71%
$200.87 - $224.6 $47.8K - $53.5K
33.1K $7.31M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-7.93K
- 4.25%
$60.13 - $68.17 $477K - $541K
179K $12.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-796
- 1.79%
$523.84 - $572.02 $417K - $455K
43.6K $24.8M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-463
- 0.26%
$85.03 - $94.56 $39.4K - $43.8K
175K $16.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-11.1K
- 1.55%
$37.33 - $40.63 $415K - $452K
706K $28.7M
SPYG
Spdr Portfolio

ETFs
-4.58K
- 0.67%
$73.38 - $84.1 $336K - $385K
683K $56.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.85K
- 2.3%
$517.38 - $573.86 $1.48M - $1.64M
121K $69.5M
CFG
Citizens Financial Group Inc

Financial Services
-40
- 0.01%
$35.24 - $43.24 $1.41K - $1.73K
421K $17.3M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-308
- 0.09%
$71.9 - $79.86 $22.1K - $24.6K
345K $27.4M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.77K
- 0.97%
$83.76 - $91.82 $316K - $347K
385K $35.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.38K
- 0.67%
$125.95 - $142.04 $173K - $196K
205K $29.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.14K
- 0.28%
$48.51 - $52.86 $152K - $166K
1.11M $58.7M
Activity Summary
Buys All Purchases 131 New Holdings 25 Increased Positions 106 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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