Number of Shares
87,517
Previous 87,900 0.44%
Holding current value
$8.52 Billion
Previous $6.39 Billion 33.31%
% of portfolio
3.08%
Previous 2.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025

SELL
N/A
-383 Reduced 0.44%
87,517 $8.52 Billion
Q4 2024

Jan 17, 2025

BUY
N/A
87,900 New
87,900 $6.35 Billion
Track This Portfolio

Track Financial Partners Group, LLC Portfolio

Follow Financial Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, LLC with notifications on news.