Number of Shares
3,923
Previous 4,173 5.99%
Holding current value
$261 Million
Previous $312 Million 16.34%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Apr 14, 2025

SELL
N/A
-250 Reduced 5.99%
3,923 $261 Million
Q4 2024

Jan 13, 2025

BUY
N/A
4,173 New
4,173 $312 Million
Track This Portfolio

Track Fiduciary Financial Group, LLC Portfolio

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

News

Stay updated on Fiduciary Financial Group, LLC with notifications on news.