Kmg Fiduciary Partners, LLC Sells in Q4 2024

Kmg Fiduciary Partners, LLC

  • $1.17 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-72
- 1.16%
$183.23 - $199.79 $13.2K - $14.4K
6.14K $1.14M
SO
Southern CO

Utilities
-15
- 0.34%
$81.5 - $94.15 $1.22K - $1.41K
4.44K $365K
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.28K
- 5.91%
$63.1 - $67.29 $80.8K - $86.2K
20.4K $1.34M
RODM
Hartford Multifactor Developed

ETFs
-281
- 2.47%
$28.36 - $30.42 $7.97K - $8.55K
11.1K $315K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-3
- 0.08%
$79.93 - $88.06 $240 - $264
3.58K $286K
HDV
Ishares Core High Dividend ETF

ETFs
-92
- 3.09%
$110.82 - $121.28 $10.2K - $11.2K
2.88K $323K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-560
- 13.92%
$58.39 - $67.04 $32.7K - $37.5K
3.46K $219K
IVV
Ishares Core S&P 500 ETF

ETFs
-2.18K
- 2.05%
$570.51 - $610.59 $1.24M - $1.33M
104K $61.4M
TT
Trane Technologies PLC

Industrials
-12
- 1.73%
$369.35 - $419.14 $4.43K - $5.03K
682 $251K
WM
Waste Management Inc

Industrials
-5
- 0.22%
$201.79 - $228.46 $1.01K - $1.14K
2.28K $460K
ACN
Accenture PLC

Technology
-31
- 4.23%
$343.9 - $376.86 $10.7K - $11.7K
701 $246K
T
At&T Inc.

Communication Services
-685
- 5.88%
$21.22 - $23.88 $14.5K - $16.4K
11K $249K
SCHW
Schwab Charles Corp

Financial Services
-974
- 13.58%
$63.31 - $82.85 $61.7K - $80.7K
6.2K $458K
TXN
Texas Instruments Inc

Technology
-11
- 0.23%
N/A
4.87K $948K
PNOV
Innovator U.S. Equity Power Bu
-116
- 1.46%
N/A
7.85K $0
VUG
Vanguard Growth ETF

ETFs
-515
- 6.39%
$378.79 - $428.11 $195K - $220K
7.55K $3.1M
MO
Altria Group, Inc.

Consumer Defensive
-166
- 1.63%
$49.06 - $57.74 $8.14K - $9.58K
10K $524K
BSX
Boston Scientific Corp

Healthcare
-122
- 4.47%
$83.62 - $91.5 $10.2K - $11.2K
2.61K $233K
VGT
Vanguard Information Technolog

ETFs
-47
- 4.01%
$571.78 - $647.97 $26.9K - $30.5K
1.12K $698K
ADP
Automatic Data Processing Inc

Industrials
-4
- 0.42%
$280.08 - $307.97 $1.12K - $1.23K
957 $280K
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.19K
- 4.47%
$34.49 - $39.24 $41K - $46.6K
25.4K $943K
IWY
Ishares Tr Russell 200 Growth

ETFs
-86
- 3.2%
$216.72 - $244.71 $18.6K - $21K
2.6K $612K
HON
Honeywell International Inc

Industrials
-135
- 4.86%
$202.84 - $236.0 $27.4K - $31.9K
2.64K $596K
XLF
Financial Sector Spdr

ETFs
-220
- 1.65%
$44.89 - $51.34 $9.88K - $11.3K
13.1K $632K
BK
Bank Of New York Mellon Corp

Financial Services
-22
- 0.31%
$70.82 - $81.87 $1.56K - $1.8K
7.1K $545K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-543
- 5.17%
$370.24 - $418.94 $201K - $227K
9.95K $4M
BAC
Bank Of America Corp

Financial Services
-91
- 0.62%
$39.22 - $47.77 $3.57K - $4.35K
14.6K $640K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6
- 0.07%
$311.11 - $335.64 $1.87K - $2.01K
8.69K $2.8M
BX
Blackstone Inc.

Financial Services
-5
- 0.11%
$148.45 - $199.05 $742 - $995
4.43K $762K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.19K
- 2.8%
$77.25 - $91.3 $91.8K - $108K
41.3K $3.52M
C
Citigroup Inc

Financial Services
-430
- 1.05%
$61.31 - $72.5 $26.4K - $31.2K
40.4K $2.84M
NFLX
Netflix Inc

Communication Services
-457
- 9.33%
$687.65 - $936.56 $314K - $428K
4.44K $3.96M
MS
Morgan Stanley

Financial Services
-1.6K
- 4.61%
$104.42 - $134.99 $167K - $216K
33.1K $4.17M
FHN
First Horizon Corp

Financial Services
-7.13K
- 4.75%
$14.91 - $21.42 $106K - $153K
143K $2.88M
KMI
Kinder Morgan, Inc.

Energy
-3.16K
- 2.28%
$22.59 - $28.54 $71.5K - $90.3K
135K $3.71M
AXP
American Express CO

Financial Services
-621
- 1.9%
$267.35 - $305.57 $166K - $190K
32.1K $9.53M
MAR
Marriott International Inc

Consumer Cyclical
-46
- 0.12%
$246.06 - $292.59 $11.3K - $13.5K
37.1K $10.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.05K
- 6.79%
$213.65 - $479.86 $225K - $505K
14.4K $5.83M
AAPL
Apple Inc.

Technology
-1.96K
- 0.7%
$221.69 - $259.02 $435K - $509K
277K $69.3M
NVDA
Nvidia Corp

Technology
-1.84K
- 0.51%
$117.0 - $148.88 $215K - $274K
360K $48.4M
Activity Summary
Buys All Purchases 150 New Holdings 14 Increased Positions 136 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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