Fiduciary Planning LLC Closed Holding Positions

Fiduciary Planning LLC

  • $220 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Fs Global Credit Opportunitiesfund A Nsa
Q4 2020 Filed on Feb 10, 2021
51,261
N/A
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 10, 2021
47
$53.19 - $67.87 $2.5K - $3.19K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2020 Filed on Feb 10, 2021
32
$179.81 - $243.49 $5.75K - $7.79K
NTR
Nutrien Ltd.

Basic Materials
Q4 2020 Filed on Feb 10, 2021
49
$38.21 - $50.65 $1.87K - $2.48K
GD
General Dynamics Corp

Industrials
Q4 2020 Filed on Feb 10, 2021
10
$131.32 - $156.04 $1.31K - $1.56K
FITB
Fifth Third Bancorp

Financial Services
Q4 2020 Filed on Feb 10, 2021
53
$21.03 - $27.78 $1.11K - $1.47K
FNB
Fnb Corp

Financial Services
Q4 2020 Filed on Feb 10, 2021
102
$6.71 - $9.63 $684 - $982
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2020 Filed on Aug 24, 2020
15,606
$78.35 - $82.66 $1.22M - $1.29M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2020 Filed on Aug 24, 2020
107,369
$30.01 - $35.86 $3.22M - $3.85M
Invesco Qqq Tr
Q2 2020 Filed on Aug 24, 2020
800
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2020 Filed on Aug 24, 2020
4,935
$187.11 - $228.75 $923K - $1.13M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2020 Filed on Aug 24, 2020
24,703
$51.96 - $54.73 $1.28M - $1.35M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q2 2020 Filed on Aug 24, 2020
10,569
$29.2 - $35.76 $309K - $378K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q1 2020 Filed on May 08, 2020
7,194
$19.98 - $32.48 $144K - $234K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2020 Filed on May 08, 2020
7,937
$46.56 - $68.74 $370K - $546K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2020 Filed on May 08, 2020
3,976
$83.77 - $92.22 $333K - $367K
BNDX
Vanguard Total International B

ETFs
Q1 2020 Filed on May 08, 2020
20,152
$54.96 - $58.4 $1.11M - $1.18M
EMFM
Global X Msci Next Emerging &

ETFs
Q1 2020 Filed on May 08, 2020
18,024
$13.14 - $20.63 $237K - $372K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2020 Filed on May 08, 2020
10,557
$26.65 - $34.07 $281K - $360K
MBB
Ishares Tr

ETFs
Q1 2020 Filed on May 08, 2020
47,843
$105.3 - $110.44 $5.04M - $5.28M
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2020 Filed on May 08, 2020
8,182
$20.7 - $34.9 $169K - $286K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q1 2020 Filed on May 08, 2020
500
$222.95 - $338.34 $111K - $169K
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2020 Filed on May 08, 2020
21,101
$50.48 - $51.73 $1.07M - $1.09M
HDAW
Xtracker Msci All World Ex Us

ETFs
Q1 2020 Filed on May 08, 2020
36,262
N/A
USB
Us Bancorp \De\

Financial Services
Q1 2020 Filed on May 08, 2020
3,913
$28.93 - $59.2 $113K - $232K
BME
Black Rock Health Sciences Trust

Financial Services
Q1 2020 Filed on May 08, 2020
15,563
$27.7 - $43.99 $431K - $685K
MUB
Ishares National Muni Bond ETF

ETFs
Q1 2020 Filed on May 08, 2020
12,893
$101.52 - $117.61 $1.31M - $1.52M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2020 Filed on May 08, 2020
16,151
$37.54 - $46.72 $606K - $755K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2020 Filed on May 08, 2020
10,357
$91.55 - $114.49 $948K - $1.19M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2020 Filed on May 08, 2020
31,286
$17.6 - $25.6 $551K - $801K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2020 Filed on May 08, 2020
3,023
$90.36 - $137.08 $273K - $414K
Global X Fds
Q1 2020 Filed on May 08, 2020
38,996
N/A
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2020 Filed on May 08, 2020
25,245
$26.27 - $30.83 $663K - $778K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2020 Filed on May 08, 2020
216,656
$22.24 - $36.32 $4.82M - $7.87M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q1 2020 Filed on May 08, 2020
12,315
$3.85 - $5.92 $47.4K - $72.9K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
Q1 2020 Filed on May 08, 2020
17,478
$10.73 - $14.0 $188K - $245K
EMB
Ishares Tr

ETFs
Q1 2020 Filed on May 08, 2020
17,607
$85.8 - $117.01 $1.51M - $2.06M
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on May 08, 2020
5,594
$16.97 - $63.05 $94.9K - $353K
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