Number of Shares
16,459
Previous 16,780 1.91%
Holding current value
$413 Million
Previous $422 Million 2.11%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Jan 27, 2026

SELL
N/A
-321 Reduced 1.91%
16,459 $413 Million
Q3 2025

Oct 21, 2025

SELL
N/A
-1,004 Reduced 5.65%
16,780 $422 Million
Q2 2025

Jul 10, 2025

BUY
N/A
17,784 New
17,784 $445 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.