Strategic Financial Concepts, LLC Spdr Index Shs Fds S&P North A Transaction History

Strategic Financial Concepts, LLC

$314 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$52.96 - $58.69 $1.62 Million - $1.8 Million	30,590 New	30,590 $552,000

Others Institutions Holding NANR

# of Institutions

101

Shares Held

8.58M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

6.05M
Shares

$318 Million
0.7% of portfolio
Capital Wealth Management, LLC W. Warwick, RI

243K
Shares

$12.8 Million
5.9% of portfolio
Bank Of America Corp Charlotte, NC

183K
Shares

$9.63 Million
0.0% of portfolio
Franklin Resources Inc San Mateo, CA

180K
Shares

$9.48 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

141K
Shares

$7.41 Million
0.03% of portfolio

About SPDR INDEX SHS FDS S&P NORTH A

Ticker NANR
Sector ETFs
Industry ETFs

More about NANR

Track This Portfolio

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.