Gallagher Fiduciary Advisors, LLC Portfolio Holdings
Gallagher Fiduciary Advisors, LLC
- $468 Million
- Q3 2024
Gallagher Fiduciary Advisors, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $468 Million distributed in 274 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $43.3M, Ishares 0 5 Year High Yield CO with a value of $36.8M, Ishares Tr with a value of $21.7M, Ishares Inc with a value of $21M, and Vanguard Small Cap Value ETF with a value of $20.4M.
Examining the 13F form we can see an increase of $31.6M in the current position value, from $436M to 468M.
Gallagher Fiduciary Advisors, LLC is based out at Rolling Meadows, IL
Below you can find more details about Gallagher Fiduciary Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 274
- Current Value $468 Million
- Prior Value $436 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 49 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks