Fiduciary Planning LLC New Holdings in Q3 2024

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
2.92K
New
$88.42 - $104.97 $258K - $307K
2.92K $304K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
485
New
$405.19 - $478.57 $197K - $232K
485 $223K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
949
New
$210.25 - $231.86 $200K - $220K
949 $211K
TSLA
Tesla, Inc.

Consumer Cyclical
801
New
$191.76 - $263.26 $154K - $211K
801 $209K
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fiduciary Planning LLC Portfolio

Follow Fiduciary Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email