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Eric Dahm

@Range Financial Group Llc

Latest period2024 - Q4ReportedManaged Assets$216.851MTotal holdings182
Assets growth rate198.25%Assets growth rate (2-Q avg)67.7%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Range Financial Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 182 positions.

Assets under management

The assets under management (AUM) of Range Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 216.851M in assets, with a quarterly growth rate of 198.25% and a 2-quarter average growth rate of 67.7%. The portfolio is managed by Eric Dahm, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PJANInnovator Etfs Trust
Recent Activity
Decreased -2.53%
8.99%
$19.489M
461,278 shares@ $42.26 avg price
BLESNorthern Lts Fd Tr Iv
Recent Activity
Decreased -5.13%
0.73%
$1.562M
42,231 shares@ $37.0 avg price
WWJDNorthern Lts Fd Tr Iv
Recent Activity
Decreased -2.69%
0.7%
$1.513M
52,183 shares@ $29.0 avg price
FLRNSpdr Ser Tr
Recent Activity
Decreased -11.36%
0.6%
$1.286M
41,841 shares@ $30.74 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -15.19%
0.52%
$1.126M
14,575 shares@ $77.27 avg price
ICFIshares Tr
Recent Activity
Decreased -1.08%
0.26%
$552,644
9,171 shares@ $60.26 avg price
PJULInnovator Etfs Trust
Recent Activity
Decreased -1.09%
0.19%
$397,455
9,654 shares@ $41.17 avg price
EDVVanguard World Fd
Recent Activity
Decreased -29.8%
0.15%
$307,110
4,535 shares@ $67.72 avg price
VRSKVerisk Analytics Inc
Recent Activity
Decreased -1.03%
0.11%
$236,594
859 shares@ $275.43 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Decreased -0.52%
0.11%
$234,888
2,077 shares@ $113.1 avg price