Strategic Financial Concepts, LLC NEOS ETF TRUST Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025
Number of Shares
8,750
Previous 5,550 57.66%
Holding current value
$474 Million
Previous $231 Million 104.91%
% of portfolio
0.07%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
3,200 Added 57.66%
8,750 $474 Million
Q2 2025

Aug 05, 2025
BUY
N/A
5,550 New
5,550 $231 Million
Q4 2024

Jan 27, 2025
BUY
N/A
99,503 New
99,503 $99.5 Million
Q2 2024

Aug 06, 2024
BUY
N/A
73,695 New
73,695 $1.5 Million
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