Number of Shares
12,018
Previous 9,966 20.59%
Holding current value
$274 Million
Previous $236 Million 16.26%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
N/A
2,052 Added 20.59%
12,018 $274 Million
Q3 2024

Nov 13, 2024

BUY
N/A
9,966 New
9,966 $236 Million
Track This Portfolio

Track Allegiance Financial Group Advisory Services LLC Portfolio

Follow Allegiance Financial Group Advisory Services 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 Allegiance Financial Group Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allegiance Financial Group Advisory Services LLC with notifications on news.