Allie Family Office LLC New Holdings in Q3 2024

Allie Family Office LLC

  • $187 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
123K
New
$50.25 - $50.74 $6.19M - $6.25M
123K $6.25M
DVY
Ishares Tr

ETFs
3K
New
$119.99 - $135.74 $360K - $407K
3K $405K
HDV
Ishares Core High Dividend ETF

ETFs
3.05K
New
$107.62 - $118.76 $328K - $362K
3.05K $358K
ICSH
Blackrock Ultra Short Term Bon

ETFs
6K
New
$50.32 - $50.75 $302K - $305K
6K $304K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.15K
New
$31.07 - $39.36 $191K - $242K
6.15K $224K
VICI
Vici Properties Inc.

Real Estate
6.57K
New
$27.64 - $34.08 $182K - $224K
6.57K $218K
UTG
Reaves Utility Income Fund

Financial Services
6.49K
New
$27.16 - $32.8 $176K - $213K
6.49K $212K
ADC
Agree Realty Corp

Real Estate
2.81K
New
$61.47 - $76.71 $173K - $216K
2.81K $211K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
3.17K
New
$57.83 - $67.29 $183K - $213K
3.17K $210K
ESS
Essex Property Trust, Inc.

Real Estate
712
New
$272.82 - $272.82 $194K - $194K
712 $194K
Victory Portfolios Ii
6.42K
New
N/A
6.42K $0
Activity Summary
Buys All Purchases 29 New Holdings 12 Increased Positions 17 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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