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Patricia France

@Gilliland Jeter Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$596.665MTotal holdings701
Assets growth rate100.98%Assets growth rate (2-Q avg)52.19%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Gilliland Jeter Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 701 positions.

Assets under management

The assets under management (AUM) of Gilliland Jeter Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 596.665M in assets, with a quarterly growth rate of 100.98% and a 2-quarter average growth rate of 52.19%. The portfolio is managed by Patricia France, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVLUIshares Tr Msci Intl Vlu Ft
Recent Activity
Decreased -88.88%
0.01%
$30
1 shares@ $30.0 avg price