Number of Shares
66,027
Previous 63,053 4.72%
Holding current value
$3.5 Billion
Previous $3.26 Billion 7.18%
% of portfolio
1.44%
Previous 1.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

BUY
N/A
2,974 Added 4.72%
66,027 $3.5 Billion
Q2 2024

Aug 30, 2024

BUY
N/A
63,053 New
63,053 $3.26 Billion
Track This Portfolio

Track Brown Financial Advisors Portfolio

Follow Brown Financial Advisors 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 Brown Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Brown Financial Advisors with notifications on news.