Sherman Wealth Management LLC Rbb Rf Inc Motley Fool 100 Ind Transaction History

Sherman Wealth Management LLC

$100 Billion
Q4 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 14, 2026	BUY	$69.11 - $73.37 $380,865 - $404,342	5,511 New	5,511 $396 Million

Others Institutions Holding TMFC

# of Institutions

185

Shares Held

7.53M

Call Options Held

3.4K

Put Options Held

800

Lpl Financial LLC Fort Mill, SC

1.2M
Shares

$85.3 Million
0.03% of portfolio
Amplius Wealth Advisors, LLC

914K
Shares

$64.8 Million
7.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

729K
Shares

$51.7 Million
0.02% of portfolio
Portfolio Strategies, Inc.

429K
Shares

$30.4 Million
3.58% of portfolio
Wells Fargo & Company San Francisco, CA

381K
Shares

$27 Million
0.01% of portfolio

About RBB RF INC MOTLEY FOOL 100 IND

Ticker TMFC
Sector ETFs
Industry ETFs

More about TMFC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sherman Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sherman Wealth Management LLC with notifications on news.