Strategic Financial Concepts, LLC MORGAN STANLEY ETF TRUST Transaction History

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025
Number of Shares
10,815
Previous 9,865 9.63%
Holding current value
$548 Million
Previous $492 Million 11.32%
% of portfolio
0.1%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
950 Added 9.63%
10,815 $548 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-433,743 Reduced 97.78%
9,865 $492 Million
Q4 2024

Jan 27, 2025
BUY
N/A
435,079 Added 5101.17%
443,608 $492 Million
Q3 2024

Nov 12, 2024
SELL
N/A
-399,849 Reduced 97.91%
8,529 $442 Million
Q2 2024

Aug 06, 2024
BUY
N/A
401,510 Added 5846.1%
408,378 $8.07 Million
Q1 2024

Apr 22, 2024
BUY
N/A
6,868 New
6,868 $342 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.

Choose your preferred platform and Sign Up 👇 Telegram Email