Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
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 : 6     View All Holdings Currently Viewing:  Closed 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
   (MRK)1 Year Chart         MRK Merck & Co Inc 188 Closed $131.20 $0 0 0% -203,000 -1,862 0    Drug Manufacturers - ...
   (LIN)1 Year Chart         LIN Linde Plc 186 Closed $435.08 $0 0 0% -232,000 -565 0    N/A
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... 185 Closed $0.00 $0 0 0% -254,000 -5,030 0    N/A
   (IDRV)1 Year Chart         IDRV Ishares Self-driving Ev And... 195 Closed $0.00 $0 0 0% -71,000 -1,975 0    N/A
   (IRBO)1 Year Chart         IRBO Ishares Robotics And Artifi... 191 Closed $0.00 $0 0 0% -34,000 -975 0    N/A
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 190 Closed $0.00 $0 0 0% -260,000 -6,155 0    N/A
      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us