Number of Shares
56,626
Previous 42,396 33.56%
Holding current value
$3.33 Billion
Previous $2.37 Billion 40.42%
% of portfolio
0.54%
Previous 0.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

BUY
N/A
14,230 Added 33.56%
56,626 $3.33 Billion
Q1 2024

Apr 17, 2024

BUY
N/A
14,308 Added 50.94%
42,396 $2.37 Billion
Q4 2023

Jan 17, 2024

BUY
N/A
28,088 New
28,088 $1.49 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.