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Dennis Kushmerek

@Share Andrew L.

Latest period2024 - Q3ReportedManaged Assets$152.453MTotal holdings14
Assets growth rate-18.21%Assets growth rate (2-Q avg)-13.75%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Share Andrew L.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Share Andrew L. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 152.453M in assets, with a quarterly growth rate of -18.21% and a 2-quarter average growth rate of -13.75%. The portfolio is managed by Dennis Kushmerek, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GRIDFt Nasdaq Clean Edge Smart Grid Infra Etf
Recent Activity
New Position
0.21%
$316,853
2,490 shares@ $127.26 avg price
SLYGSpdr S&p 600 Small Cap Growth Etf
Recent Activity
New Position
0.14%
$202,980
2,180 shares@ $93.12 avg price