Fiduciary Planning LLC Purchases and Sells in Q2 2024

Fiduciary Planning LLC

$205 Million
Q2 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW	21.7K + 4.7%	$72.31 - $79.02 $1.57M - $1.72M	484K $37.7M
XLK	5.44K + 12.27%	$192.53 - $231.41 $1.05M - $1.26M	49.8K $11.3M
SMH	4.03K + 14.78%	$199.21 - $276.76 $803K - $1.12M	31.3K $8.16M
VTIP	22.1K + 4.46%	$47.74 - $48.54 $1.06M - $1.08M	519K $25.2M
VRIG	49.7K + 5.24%	$25.06 - $25.24 $1.25M - $1.26M	999K $25.1M
MSFT	424 + 5.9%	$389.33 - $452.85 $165K - $192K	7.61K $3.4M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	19.6K New	$234.68 - $265.99 $4.61M - $5.23M	19.6K $5.19M
XMMO	43.1K New	$106.61 - $117.53 $4.59M - $5.06M	43.1K $4.91M
IVV	7.23K New	$497.53 - $549.64 $3.6M - $3.97M	7.23K $3.96M
VTI	2.01K New	$245.23 - $269.4 $494K - $543K	2.01K $538K
LLY	318 New	$724.87 - $909.04 $231K - $289K	318 $287K
IWV	871 New	$283.16 - $309.9 $247K - $270K	871 $268K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EQWL	-69.1K - 23.94%	$90.17 - $95.04 $6.24M - $6.57M	220K $20.8M
MOAT	-68.7K - 62.03%	$83.97 - $89.72 $5.77M - $6.16M	42K $3.64M
OUSM	-98.6K - 65.71%	$39.56 - $42.45 $3.9M - $4.19M	51.5K $2.12M
ITB	-11K - 66.19%	$100.52 - $113.96 $1.1M - $1.25M	5.61K $567K
IXC	-1.29K - 1.56%	$39.86 - $44.76 $51.5K - $57.8K	81.3K $3.37M
ADBE	-357 - 33.27%	$439.02 - $555.54 $157K - $198K	716 $397K

Activity Summary All Purchases 31 New Holdings 9 Increased Positions 22 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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