Fiduciary Planning LLC Closed Holding Positions

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
50
$19.8 - $25.53 $990 - $1.28K
NVS
Novartis Ag

Healthcare
Q2 2021 Filed on Aug 06, 2021
299
$85.24 - $94.15 $25.5K - $28.2K
NWBI
Northwest Bancshares, Inc.

Financial Services
Q2 2021 Filed on Aug 06, 2021
4,654
$13.48 - $14.55 $62.7K - $67.7K
NOK
Nokia Corp

Technology
Q2 2021 Filed on Aug 06, 2021
200
$4.0 - $5.61 $800 - $1.12K
NLSN
Nielsen Holdings PLC

Industrials
Q2 2021 Filed on Aug 06, 2021
1
$24.41 - $28.1 $24.4 - $28.1
NEE
Nextera Energy Inc

Utilities
Q2 2021 Filed on Aug 06, 2021
201
$71.54 - $80.94 $14.4K - $16.3K
NFLX
Netflix Inc

Communication Services
Q2 2021 Filed on Aug 06, 2021
1
$484.98 - $555.31 $485 - $555
NEO
Neogenomics Inc

Healthcare
Q2 2021 Filed on Aug 06, 2021
1,100
$36.62 - $51.69 $40.3K - $56.9K
MTP
Midatech Pharma PLC

Healthcare
Q2 2021 Filed on Aug 06, 2021
10
$1.78 - $2.95 $17.8 - $29.5
MS
Morgan Stanley

Financial Services
Q2 2021 Filed on Aug 06, 2021
207
$77.29 - $93.96 $16K - $19.4K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 06, 2021
276
$58.32 - $64.02 $16.1K - $17.7K
MCHP
Microchip Technology Inc

Technology
Q2 2021 Filed on Aug 06, 2021
55
$69.57 - $81.91 $3.83K - $4.51K
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
1,074
$1296.65 - $1623.01 $1.39M - $1.74M
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
123
$225.21 - $237.11 $27.7K - $29.2K
Marvell Technology Group LTD
Q2 2021 Filed on Aug 06, 2021
1,816
N/A
OGE
Oge Energy Corp.

Utilities
Q2 2021 Filed on Aug 06, 2021
300
$32.2 - $35.45 $9.66K - $10.6K
PEP
Pepsico Inc

Consumer Defensive
Q2 2021 Filed on Aug 06, 2021
352
$141.28 - $148.58 $49.7K - $52.3K
UGI
Ugi Corp

Utilities
Q2 2021 Filed on Aug 06, 2021
840
$41.25 - $47.88 $34.7K - $40.2K
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
33
$150.59 - $185.2 $4.97K - $6.11K
SPH
Suburban Propane Partners LP

Utilities
Q2 2021 Filed on Aug 06, 2021
500
$14.5 - $15.65 $7.25K - $7.83K
STM
St Microelectronics N.V.

Technology
Q2 2021 Filed on Aug 06, 2021
201
$34.33 - $39.88 $6.9K - $8.02K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2021 Filed on Aug 06, 2021
87
$49.5 - $49.73 $4.31K - $4.33K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
160
$79.48 - $119.0 $12.7K - $19K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2021 Filed on Aug 06, 2021
5
$65.81 - $69.75 $329 - $349
SNY
Sanofi

Healthcare
Q2 2021 Filed on Aug 06, 2021
300
$49.36 - $54.25 $14.8K - $16.3K
RPM
Rpm International Inc

Basic Materials
Q2 2021 Filed on Aug 06, 2021
73
$86.99 - $97.92 $6.35K - $7.15K
ROKU
Roku, Inc

Communication Services
Q2 2021 Filed on Aug 06, 2021
15
$284.18 - $459.25 $4.26K - $6.89K
REZI
Resideo Technologies, Inc.

Industrials
Q2 2021 Filed on Aug 06, 2021
226
$26.68 - $32.62 $6.03K - $7.37K
RTX
Raytheon Technologies Corp

Industrials
Q2 2021 Filed on Aug 06, 2021
1,000
$77.09 - $89.45 $77.1K - $89.5K
QCOM
Qualcomm Inc

Technology
Q2 2021 Filed on Aug 06, 2021
66
$124.62 - $142.93 $8.22K - $9.43K
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2021 Filed on Aug 06, 2021
167
$88.06 - $100.5 $14.7K - $16.8K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
400
$186.2 - $211.31 $74.5K - $84.5K
CNP
Centerpoint Energy Inc

Utilities
Q2 2021 Filed on Aug 06, 2021
129
$22.65 - $26.15 $2.92K - $3.37K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
200
$7.48 - $17.2 $1.5K - $3.44K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q2 2021 Filed on Aug 06, 2021
30
$84.93 - $93.04 $2.55K - $2.79K
COUP
Coupa Software Inc

Technology
Q2 2021 Filed on Aug 06, 2021
10
$217.36 - $279.31 $2.17K - $2.79K
C
Citigroup Inc

Financial Services
Q2 2021 Filed on Aug 06, 2021
177
$67.61 - $79.86 $12K - $14.1K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
175
$20.2 - $35.69 $3.54K - $6.25K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2021 Filed on Aug 06, 2021
24,158
$99.48 - $130.88 $2.4M - $3.16M
ALC
Alcon Inc

Healthcare
Q2 2021 Filed on Aug 06, 2021
28
$66.27 - $76.21 $1.86K - $2.13K
XYL
Xylem Inc.

Industrials
Q2 2021 Filed on Aug 06, 2021
520
$104.64 - $119.96 $54.4K - $62.4K
WEC
Wec Energy Group, Inc.

Utilities
Q2 2021 Filed on Aug 06, 2021
159
$88.95 - $99.26 $14.1K - $15.8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2021 Filed on Aug 06, 2021
3
$77.63 - $85.55 $233 - $257
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Aug 06, 2021
954
$12.97 - $16.15 $12.4K - $15.4K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Aug 06, 2021
261
$63.11 - $77.09 $16.5K - $20.1K
VNE
Veoneer, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
828
N/A
VVX
V2 X, Inc.

Industrials
Q2 2021 Filed on Aug 06, 2021
28
$47.59 - $55.04 $1.33K - $1.54K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
90
$177.72 - $186.68 $16K - $16.8K
FPX
First Trust Us Equity Opportun

ETFs
Q2 2021 Filed on Aug 06, 2021
148
$110.48 - $128.38 $16.4K - $19K
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