Strategic Financial Concepts, LLC ISHARES TR Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025
Number of Shares
12,750
Previous 10,960 16.33%
Holding current value
$332 Million
Previous $261 Million 27.01%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Aug 05, 2025
BUY
N/A
1,790 Added 16.33%
12,750 $332 Million
Q1 2025

Apr 28, 2025
BUY
N/A
10,960 New
10,960 $261 Million
Q4 2024

Jan 27, 2025
BUY
N/A
10,424 New
10,424 $5.21 Million
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.

Choose your preferred platform and Sign Up 👇 Telegram Email