Number of Shares
17,656
Previous 21,632 18.38%
Holding current value
$909 Million
Previous $1.12 Billion 19.2%
% of portfolio
0.36%
Previous 0.46%

Shares

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

Feb 04, 2025

SELL
N/A
-3,976 Reduced 18.38%
17,656 $909 Million
Q3 2024

Nov 15, 2024

BUY
N/A
975 Added 4.72%
21,632 $1.12 Billion
Q2 2024

Aug 30, 2024

BUY
N/A
20,657 New
20,657 $1.06 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.