Number of Shares
1,191,909
Holding current value
$114 Million
% of portfolio
0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

BUY
N/A
1,191,909 New
1,191,909 $114 Million
Q3 2023

Nov 07, 2023

SELL
N/A
-167 Reduced 0.82%
20,157 $442 Million
Q2 2023

Sep 06, 2023

SELL
N/A
-593 Reduced 2.84%
20,324 $459 Million
Q1 2023

Sep 06, 2023

BUY
N/A
20,917 New
20,917 $482 Million
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.