Afg Fiduciary Services Limited Partnership Reduced Holdings in Q4 2024

Afg Fiduciary Services Limited Partnership

  • $311 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-154K
- 77.71%
$87.1 - $98.49 $13.4M - $15.2M
44.2K $3.86M
GLD
Spdr Gold Trust

ETFs
-6.14K
- 24.87%
$236.59 - $257.5 $1.45M - $1.58M
18.5K $4.49M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-5.59K
- 64.5%
$89.81 - $104.0 $502K - $581K
3.07K $276K
VEA
Vanguard Ftse Developed Market

ETFs
-1.16K
- 2.71%
$47.57 - $52.44 $55K - $60.7K
41.5K $1.99M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-4.14K
- 9.37%
N/A
40.1K $2.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1K
- 16.67%
$106.56 - $113.11 $107K - $113K
5K $534K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-213
- 1.42%
$63.27 - $70.31 $13.5K - $15K
14.7K $936K
SOXX
Ishares Semiconductor ETF

ETFs
-240
- 5.76%
$211.27 - $239.8 $50.7K - $57.6K
3.93K $845K
XLK
Technology Sector Spdr

ETFs
-986
- 5.48%
$220.26 - $241.44 $217K - $238K
17K $3.96M
EPP
Ishares Inc

ETFs
-265
- 1.39%
$43.59 - $49.13 $11.6K - $13K
18.8K $823K
XOM
Exxon Mobil Corp

Energy
-14
- 0.14%
$105.51 - $125.37 $1.48K - $1.76K
9.71K $1.04M
XLU
Utilities Sector Spdr

ETFs
-95
- 0.7%
$74.89 - $82.93 $7.11K - $7.88K
13.5K $1.02M
IVE
Ishares S&P 500 Value ETF

ETFs
-72
- 0.75%
$189.5 - $206.17 $13.6K - $14.8K
9.51K $1.82M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.15K
- 1.06%
$61.68 - $67.87 $71.1K - $78.3K
108K $6.72M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-422
- 13.77%
$76.72 - $82.83 $32.4K - $35K
2.64K $204K
HBM
Hudbay Minerals Inc.

Basic Materials
-900
- 7.5%
$7.84 - $9.72 $7.06K - $8.75K
11.1K $89K
IWM
Ishares Russell 2000 ETF

ETFs
-95
- 5.13%
$216.13 - $242.4 $20.5K - $23K
1.76K $388K
VTI
Vanguard Total Stock Market Et

ETFs
-120
- 4.38%
$280.04 - $302.45 $33.6K - $36.3K
2.62K $758K
IVV
Ishares Core S&P 500 ETF

ETFs
-33
- 5.35%
$570.51 - $610.59 $18.8K - $20.1K
584 $343K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-55
- 9.77%
$370.24 - $418.94 $20.4K - $23K
508 $204K
Blackrock ETF Trust Ii
-221
- 0.4%
N/A
55.2K $0
CWB
Spdr Bloomberg Convertible Sec

ETFs
-51
- 0.3%
$76.21 - $82.24 $3.89K - $4.19K
16.7K $1.3M
XLY
Select Sector Spdr Consumer Di

ETFs
-522
- 7.62%
$194.8 - $239.43 $102K - $125K
6.33K $1.42M
NET
Cloudflare, Inc.

Technology
-2.48K
- 19.86%
$78.11 - $117.56 $194K - $292K
10K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 1.38%
$213.65 - $479.86 $3.85K - $8.64K
1.28K $518K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-75
- 0.63%
$481.22 - $538.17 $36.1K - $40.4K
11.9K $6.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.79K
- 5.57%
$180.88 - $232.93 $324K - $417K
30.4K $6.67M
Activity Summary
Buys All Purchases 33 New Holdings 11 Increased Positions 22 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 1
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