Brian Low Financial Group, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Brian Low Financial Group, LLC

  • $129 Billion
  • Q3 2025
Number of Shares
624,468
Previous 610,486 2.29%
Holding current value
$17.3 Billion
Previous $15.9 Billion 8.64%
% of portfolio
13.41%
Previous 14.89%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
N/A
13,982 Added 2.29%
624,468 $17.3 Billion
Q2 2025

Jul 31, 2025
BUY
N/A
610,486 New
610,486 $15.9 Billion
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