Number of Shares
2,796
Previous 3,200 12.63%
Holding current value
$243 Million
Previous $276 Million 12.19%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
N/A
-404 Reduced 12.63%
2,796 $243 Million
Q2 2025

Jul 10, 2025

BUY
N/A
721 Added 29.08%
3,200 $276 Million
Q3 2024

Oct 07, 2024

BUY
N/A
2,479 New
2,479 $169 Million
Track This Portfolio

Track Global Financial Private Client, LLC Portfolio

Follow Global Financial Private Client, 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 Global Financial Private Client, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Financial Private Client, LLC with notifications on news.