Fiduciary Financial Group, LLC VANGUARD CALIF TAX FREE FDS Transaction History

Fiduciary Financial Group, LLC

  • $708 Billion
  • Q4 2025
Number of Shares
4,668
Previous 3,994 16.88%
Holding current value
$468 Million
Previous $398 Million 17.45%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
N/A
674 Added 16.88%
4,668 $468 Million
Q3 2025

Oct 09, 2025
BUY
N/A
886 Added 28.51%
3,994 $398 Million
Q1 2025

Apr 14, 2025
BUY
N/A
3,108 New
3,108 $301 Million
Track This Portfolio

Track Fiduciary Financial Group, LLC Portfolio

Follow Fiduciary Financial 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 Fiduciary Financial Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email