Strategic Financial Concepts, LLC ALPS ETF TR Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025
Number of Shares
9,193
Previous 9,016 1.96%
Holding current value
$238 Million
Previous $233 Million 1.83%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
N/A
177 Added 1.96%
9,193 $238 Million
Q1 2025

Apr 28, 2025
BUY
N/A
1,159 Added 14.75%
9,016 $233 Million
Q4 2024

Jan 30, 2025
SELL
N/A
-192,646 Reduced 96.08%
7,857 $201 Million
Q4 2024

Jan 27, 2025
BUY
N/A
200,503 New
200,503 $201 Million
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