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  Name: AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
  City: HINGHAM
  State: MA
  Zip: 02043
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $135,188,000
  Total Value Change : $12,167,000
  Securities Held Change : 2
   
All Securities Held : 83
  New Positions : 11
  Closed Positions : 10
  Increased Positions : 15
  Unchanged Positions : 19
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (URA)1 Year Chart         URA Global X Uranium ETF 85 Closed $31.52 $0 0 0% -482,000 -17,620 0    Closed - End Fund - E...
   (EDU)1 Year Chart         EDU New Oriental Education & Te... 84 Closed $83.74 $0 0 0% -227,000 -3,000 0    Education & Training ...
   (AHP)1 Year Chart         AHP Braemar Hotels & Resorts Inc 90 Closed $2.86 $0 0 0% -37,000 -15,000 0    REIT - Hotel/Motel
   (EWG)1 Year Chart         EWG iShares MSCI-Germany 83 Closed $32.35 $0 0 0% -574,000 -19,506 0    Closed - End Fund - E...
   (AFRM)1 Year Chart         AFRM Affirm Holdings, Inc. 89 Closed $0.00 $0 0 0% -317,000 -7,000 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 82 Closed $175.43 $0 0 0% -241,000 -1,717 0    Search Engines & Info...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 88 Closed $27.06 $0 0 0% -1,899,000 -89,853 0    Closed - End Fund - E...
   (PSQ)1 Year Chart         PSQ ProShares Short QQQ 81 Closed $8.82 $0 0 0% -196,000 -20,436 0    Closed - End Fund - Debt
   (SPXS)1 Year Chart         SPXS Direxion Daily S&p 500 Bear... 87 Closed $8.60 $0 0 0% -116,000 -10,000 0    Closed - End Fund - Debt
   (EWL)1 Year Chart         EWL iShares Switzerland Index Fd 86 Closed $48.82 $0 0 0% -578,000 -11,962 0    Closed - End Fund - E...

      10 Records Found
  1    
Page 1 of 1
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