A detailed history of Strategic Financial Concepts, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 11,051 shares of SMB stock, worth $188,309. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,051
Previous 11,012 0.35%
Holding current value
$188,309
Previous $188 Million 0.05%
% of portfolio
0.05%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$17.0 - $17.11 $663 - $667
39 Added 0.35%
11,051 $188 Million
Q4 2023

Jan 18, 2024

SELL
$16.61 - $17.14 $29,366 - $30,303
-1,768 Reduced 13.83%
11,012 $188 Million
Q3 2023

Nov 07, 2023

BUY
$16.65 - $16.89 $25,507 - $25,875
1,532 Added 13.62%
12,780 $213 Million
Q2 2023

Sep 06, 2023

BUY
$16.71 - $17.06 $501 - $511
30 Added 0.27%
11,248 $189 Million
Q1 2023

Sep 06, 2023

BUY
$16.7 - $17.09 $187,340 - $191,715
11,218 New
11,218 $191 Million

Others Institutions Holding SMB

About VANECK SHORT MUNI ETF


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