Sea Crest Wealth Management, LLC ETF Ser Solutions Aam Transfor Transaction History

Sea Crest Wealth Management, LLC

$874 Million
Q2 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in ETF Ser Solutions Aam Transfor stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 53,856 shares of TRFM stock, worth $2.39 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

53,856

Previous 39,274 37.13%

Holding current value

$2.39 Million

Previous $1.37 Million 68.67%

% of portfolio

0.26%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$29.9 - $43.19 $436,001 - $629,796	14,582 Added 37.13%	53,856 $2.3 Million
Q1 2025 Apr 11, 2025	SELL	$34.51 - $41.76 $204,057 - $246,926	-5,913 Reduced 13.09%	39,274 $1.37 Million
Q4 2024 Jan 14, 2025	BUY	$34.49 - $40.64 $543,562 - $640,486	15,760 Added 53.56%	45,187 $1.71 Million
Q3 2024 Oct 16, 2024	BUY	$30.06 - $35.81 $460,940 - $549,110	15,334 Added 108.81%	29,427 $1.03 Million
Q1 2024 Apr 18, 2024	SELL	$30.04 - $33.64 $210 - $235	-7 Reduced 0.05%	14,093 $474,000
Q4 2023 Jan 18, 2024	BUY	$24.93 - $31.93 $9,622 - $12,324	386 Added 2.81%	14,100 $446,000
Q3 2023 Oct 12, 2023	BUY	$26.32 - $30.57 $360,952 - $419,236	13,714 New	13,714 $369,000

Others Institutions Holding TRFM

# of Institutions

Shares Held

1.25M

Call Options Held

Put Options Held

View Full List

About ETF SER SOLUTIONS AAM TRANSFOR

Ticker TRFM

More about TRFM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Account

Sea Crest Wealth Management, LLC ETF Ser Solutions Aam Transfor Transaction History