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Victoria Latham

@Fiduciary Alliance Llc

Latest period2024 - Q4ReportedManaged Assets$989.141MTotal holdings353
Assets growth rate31.2%Assets growth rate (2-Q avg)26.77%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Alliance Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 353 positions.

Assets under management

The assets under management (AUM) of Fiduciary Alliance Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 989.141M in assets, with a quarterly growth rate of 31.2% and a 2-quarter average growth rate of 26.77%. The portfolio is managed by Victoria Latham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PFEBInnovator U.s. Equity Power Buffer Etf - February
Recent Activity
Exited
0%
$205,428
5,700 shares@ $36.04 avg price
XHIEXMiller Howard High Inc Eqty Fd Com Shs Ben In
Recent Activity
Exited
0%
$152,375
12,500 shares@ $12.19 avg price
3896⤦Grayscale Ethereum Mini Trust (eth)
Recent Activity
Exited
0%
$33,552
13,751 shares@ $2.44 avg price