Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Family Asset Management LLC
  City: CHARLESTON
  State: SC
  Zip: 29403
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $159,672,000
  Total Value Change : $10,243,000
  Securities Held Change : 5
   
All Securities Held : 190
  New Positions : 11
  Closed Positions : 6
  Increased Positions : 55
  Unchanged Positions : 44
  Decreased Positions : 80

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHY)1 Year Chart         SCHY Schwab International Divide... 64 New $0.00 $568,000 23,414 0.36% 568,000 23,414 0.026    N/A
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 71 New $0.00 $433,000 8,543 0.27% 433,000 8,543 0.009    N/A
   (HESM)1 Year Chart         HESM Hess Midstream Partners Lp 91 New $34.25 $271,000 7,500 0.17% 271,000 7,500 0.009    N/A
   (AXP)1 Year Chart         AXP American Express Co 97 New $234.69 $221,000 969 0.14% 221,000 969 0    Credit Services
   (ITA)1 Year Chart         ITA iShares Dow Jones US Aerosp... 122 New $0.00 $65,000 496 0.04% 65,000 496 0.001    Closed - End Fund - E...
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 127 New $3.11 $53,000 16,500 0.03% 53,000 16,500 0    Savings & Loans
   (JIRE)1 Year Chart         JIRE Jpmorgan International Rese... 147 New $0.00 $25,000 400 0.02% 25,000 400 0    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 172 New $152.41 $3,000 18 0% 3,000 18 0    Closed - End Fund - E...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 175 New $230.35 $3,000 12 0% 3,000 12 0    Closed - End Fund - Debt
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 176 New $88.90 $2,000 26 0% 2,000 26 0    Closed - End Fund - E...
   (FLTR)1 Year Chart         FLTR Vaneck Vectors Investment G... 182 New $25.40 $1,000 20 0% 1,000 20 0    N/A

      11 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results