Number of Shares
182
Previous 221 17.65%
Holding current value
$19.4 Million
Previous $22.6 Million 14.04%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

SELL
N/A
-39 Reduced 17.65%
182 $19.4 Million
Q3 2022

May 15, 2024

SELL
N/A
-228 Reduced 50.78%
221 $18.7 Million
Q1 2022

May 15, 2024

BUY
N/A
449 New
449 $50.6 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.