Fiduciary Planning LLC Purchases and Sells in Q3 2024

Fiduciary Planning LLC

$220 Million
Q3 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW	18.5K + 3.82%	$75.88 - $83.21 $1.4M - $1.54M	502K $41.8M
OEF	14.1K + 71.8%	$266.03 - $266.03 $3.75M - $3.75M	33.8K $8.98M
VTIP	16.1K + 3.11%	$48.06 - $49.39 $776K - $797K	535K $26.4M
IAK	1.49K + 3.15%	$112.0 - $130.47 $167K - $194K	48.7K $6.29M
AMZN	4.03K + 83.0%	$161.02 - $200.0 $649K - $807K	8.89K $1.66M
VRIG	28.5K + 2.85%	$25.05 - $25.21 $713K - $718K	1.03M $25.8M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ED	2.92K New	$88.42 - $104.97 $258K - $307K	2.92K $304K
BRK-B	485 New	$405.19 - $478.57 $197K - $232K	485 $223K
MMC	949 New	$210.25 - $231.86 $200K - $220K	949 $211K
TSLA	801 New	$191.76 - $263.26 $154K - $211K	801 $209K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EQWL	-27.9K - 12.71%	$93.07 - $102.32 $2.6M - $2.86M	192K $19.6M
MOAT	-9.55K - 22.72%	$85.84 - $85.84 $820K - $820K	32.5K $2.79M
MSFT	-81 - 1.06%	$395.15 - $467.56 $32K - $37.9K	7.53K $3.24M
CPRT	-50 - 0.2%	$49.19 - $55.54 $2.46K - $2.78K	25.3K $1.33M
BRNY	-6.39K - 16.52%	N/A	32.3K $0
TIDAL TR II	-133K - 26.51%	N/A	368K $0

Activity Summary All Purchases 42 New Holdings 4 Increased Positions 38 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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