Number of Shares
46,363
Previous 46,920 1.19%
Holding current value
$3.34 Billion
Previous $3.83 Billion 12.83%
% of portfolio
0.33%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025

SELL
N/A
-557 Reduced 1.19%
46,363 $3.34 Billion
Q4 2024

Jan 13, 2025

BUY
N/A
902 Added 1.96%
46,920 $3.83 Billion
Q3 2024

Oct 11, 2024

BUY
N/A
46,018 New
46,018 $2.56 Billion
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance 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 Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.