Fiduciary Planning LLC Closed Holding Positions

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DAL
Delta Air Lines, Inc.

Industrials
Q2 2021 Filed on Aug 06, 2021
306
$42.87 - $51.65 $13.1K - $15.8K
AAIC
Arlington Asset Investment Corp.

Real Estate
Q2 2021 Filed on Aug 06, 2021
28
$3.9 - $4.2 $109 - $118
AFG
American Financial Group Inc

Financial Services
Q2 2021 Filed on Aug 06, 2021
12
$113.94 - $140.29 $1.37K - $1.68K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 06, 2021
168
$46.31 - $52.31 $7.78K - $8.79K
ALL
Allstate Corp

Financial Services
Q2 2021 Filed on Aug 06, 2021
743
$116.03 - $139.26 $86.2K - $103K
ARLP
Alliance Resource Partners LP

Energy
Q2 2021 Filed on Aug 06, 2021
200
$5.48 - $7.21 $1.1K - $1.44K
AMD
Advanced Micro Devices Inc

Technology
Q2 2021 Filed on Aug 06, 2021
1,500
$73.09 - $93.93 $110K - $141K
ACN
Accenture PLC

Technology
Q2 2021 Filed on Aug 06, 2021
153
$278.34 - $296.43 $42.6K - $45.4K
ABT
Abbott Laboratories

Healthcare
Q2 2021 Filed on Aug 06, 2021
162
$105.79 - $124.53 $17.1K - $20.2K
GLD
Spdr Gold Trust

ETFs
Q2 2021 Filed on Aug 06, 2021
16
$161.92 - $178.77 $2.59K - $2.86K
SLB
Schlumberger Limited

Energy
Q2 2021 Filed on Aug 06, 2021
1,697
$25.25 - $36.52 $42.8K - $62K
BOH
Bank Of Hawaii Corp

Financial Services
Q2 2021 Filed on Aug 06, 2021
308
$81.32 - $94.89 $25K - $29.2K
BDX
Becton Dickinson & CO

Healthcare
Q2 2021 Filed on Aug 06, 2021
51
$232.65 - $254.58 $11.9K - $13K
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
300
$107.63 - $125.79 $32.3K - $37.7K
DE
Deere & CO

Industrials
Q2 2021 Filed on Aug 06, 2021
266
$328.38 - $394.22 $87.3K - $105K
RVNU
Xtrackers Municipal Infrastruc

ETFs
Q2 2021 Filed on Aug 06, 2021
49
$28.85 - $29.64 $1.41K - $1.45K
CRON
Cronos Group Inc.

Healthcare
Q2 2021 Filed on Aug 06, 2021
350
$7.16 - $9.41 $2.51K - $3.29K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q2 2021 Filed on Aug 06, 2021
138
$27.37 - $29.7 $3.78K - $4.1K
CARR
Carrier Global Corp

Industrials
Q2 2021 Filed on Aug 06, 2021
1,000
$42.02 - $48.71 $42K - $48.7K
CGC
Canopy Growth Corp

Healthcare
Q2 2021 Filed on Aug 06, 2021
50
$22.12 - $32.06 $1.11K - $1.6K
Business Development Corporation Of America Nsa
Q2 2021 Filed on Aug 06, 2021
41,373
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2021 Filed on Aug 06, 2021
415
$61.91 - $67.42 $25.7K - $28K
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Aug 06, 2021
84
$259.0 - $414.71 $21.8K - $34.8K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2021 Filed on Aug 06, 2021
920
$131.18 - $138.43 $121K - $127K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2021 Filed on Aug 06, 2021
6,352
$86.11 - $86.32 $547K - $548K
CVS
Cvs Health Corp

Healthcare
Q2 2021 Filed on Aug 06, 2021
42
$73.79 - $89.81 $3.1K - $3.77K
IEMG
Ishares Inc

ETFs
Q2 2021 Filed on Aug 06, 2021
5
$63.17 - $68.14 $316 - $341
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Aug 06, 2021
54
$166.46 - $180.76 $8.99K - $9.76K
OMC
Omnicom Group Inc.

Communication Services
Q2 2021 Filed on Aug 06, 2021
184
$75.91 - $84.96 $14K - $15.6K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Aug 06, 2021
99
$61.85 - $65.64 $6.12K - $6.5K
BA
Boeing CO

Industrials
Q2 2021 Filed on Aug 06, 2021
258
$220.78 - $259.36 $57K - $66.9K
EMR
Emerson Electric CO

Industrials
Q2 2021 Filed on Aug 06, 2021
203
$90.41 - $98.61 $18.4K - $20K
MRK
Merck & Co., Inc.

Healthcare
Q2 2021 Filed on Aug 06, 2021
638
$70.31 - $77.77 $44.9K - $49.6K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q2 2021 Filed on Aug 06, 2021
9
$39.74 - $40.34 $358 - $363
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2021 Filed on Aug 06, 2021
1,175
$92.76 - $98.86 $109K - $116K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2021 Filed on Aug 06, 2021
498
$101.6 - $107.95 $50.6K - $53.8K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2021 Filed on Aug 06, 2021
81
$73.48 - $77.31 $5.95K - $6.26K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2021 Filed on Aug 06, 2021
900
$69.72 - $73.7 $62.7K - $66.3K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q2 2021 Filed on Aug 06, 2021
203
$16.51 - $18.43 $3.35K - $3.74K
CMCSA
Comcast Corp

Communication Services
Q2 2021 Filed on Aug 06, 2021
10,648
$53.3 - $58.68 $568K - $625K
AAL
American Airlines Group Inc.

Industrials
Q2 2021 Filed on Aug 06, 2021
507
$20.07 - $25.82 $10.2K - $13.1K
UPS
United Parcel Service Inc

Industrials
Q2 2021 Filed on Aug 06, 2021
11
$171.28 - $217.5 $1.88K - $2.39K
Proshares Trust Ii Ulta Blmbg 2017 ETF
Q2 2021 Filed on Aug 06, 2021
642
N/A
SO
Southern CO

Utilities
Q2 2021 Filed on Aug 06, 2021
48
$60.46 - $66.42 $2.9K - $3.19K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2021 Filed on Aug 06, 2021
8
$129.85 - $134.36 $1.04K - $1.07K
BLK
Black Rock Inc.

Financial Services
Q2 2021 Filed on Aug 06, 2021
2
$766.83 - $887.42 $1.53K - $1.77K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2021 Filed on Aug 06, 2021
41
$92.83 - $95.07 $3.81K - $3.9K
D
Dominion Energy, Inc

Utilities
Q2 2021 Filed on Aug 06, 2021
34
$73.51 - $80.37 $2.5K - $2.73K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2021 Filed on Aug 06, 2021
26
$55.06 - $60.62 $1.43K - $1.58K
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