A detailed history of Strategic Financial Concepts, LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 7,678 shares of ONEY stock, worth $842,890. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,678
Previous 790,022 99.03%
Holding current value
$842,890
Previous $141 Million 511.11%
% of portfolio
0.27%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$102.5 - $112.27 $80.2 Million - $87.8 Million
-782,344 Reduced 99.03%
7,678 $861 Million
Q2 2024

Aug 06, 2024

BUY
$102.32 - $108.08 $80 Million - $84.5 Million
781,828 Added 9541.47%
790,022 $141 Million
Q1 2024

Apr 22, 2024

BUY
$97.18 - $108.66 $796,292 - $890,360
8,194 New
8,194 $890 Million
Q3 2023

Nov 07, 2023

BUY
$90.79 - $100.57 $253,667 - $280,992
2,794 Added 60.55%
7,408 $677 Million
Q2 2023

Sep 06, 2023

BUY
$88.5 - $95.33 $9,469 - $10,200
107 Added 2.37%
4,614 $440 Million
Q1 2023

Sep 06, 2023

BUY
$89.15 - $102.43 $401,799 - $461,652
4,507 New
4,507 $425 Million

Others Institutions Holding ONEY

About SPDR SER TR RUSSELL 1000 CORE


  • Ticker ONEY
  • Sector ETFs
  • Industry ETFs
More about ONEY
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.