Leo H. Evart, Inc. T Rowe Price Exchange Traded F Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	BUY	$48.65 - $49.29 $333,252 - $337,636	6,850 New	6,850 $334,000
Q1 2022 May 11, 2022	SELL	$49.24 - $49.79 $325,131 - $328,763	-6,603 Closed	0 $0
Q4 2021 Mar 31, 2022	BUY	$49.75 - $50.01 $328,499 - $330,216	6,603 New	6,603 $329,000

Others Institutions Holding TBUX

# of Institutions

29

Shares Held

9.55M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

8.85M
Shares

$440 Million
0.1% of portfolio
Raymond James & Associates St Petersburg, FL

231K
Shares

$11.5 Million
0.01% of portfolio
Austin Wealth Management, LLC Austin, TX

91.8K
Shares

$4.57 Million
1.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

58.4K
Shares

$2.91 Million
0.0% of portfolio
Armor Investment Advisors, LLC

57.9K
Shares

$2.88 Million
1.34% of portfolio

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