Fiduciary Planning LLC Vaneck ETF Tr Biotech ETF Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$173.72 - $201.85 $8,686 - $10,092	-50 Closed	0 $0
Q1 2021 May 24, 2021	BUY	$167.43 - $195.8 $8,371 - $9,790	50 New	50 $9,000

Others Institutions Holding BBH

# of Institutions

126

Shares Held

2.09M

Call Options Held

12.5K

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

1.14M
Shares

$187 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

123K
Shares

$20.2 Million
0.0% of portfolio
Miller Investment Management, LP West Conshohocken, PA

99.8K
Shares

$16.4 Million
1.85% of portfolio
Morgan Stanley New York, NY

72.3K
Shares

$11.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

71.8K
Shares

$11.8 Million
0.0% of portfolio

About VANECK ETF TR BIOTECH ETF

Ticker BBH
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Planning LLC with notifications on news.