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Aryn Sands

@Family Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$210.338MTotal holdings43
Assets growth rate7.61%Assets growth rate (2-Q avg)4.52%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Family Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Family Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 210.338M in assets, with a quarterly growth rate of 7.61% and a 2-quarter average growth rate of 4.52%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
4540⤦New York Life Investments Et
Recent Activity
Exited
0%
$238,863
10,779 shares@ $22.17 avg price
SVCService Pptys Tr
Recent Activity
Exited
0%
$68,651
15,055 shares@ $4.57 avg price