Strategic Financial Concepts, LLC T ROWE PRICE ETF INC Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025
Number of Shares
105,671
Previous 97,733 8.12%
Holding current value
$3.73 Billion
Previous $3.15 Billion 18.17%
% of portfolio
0.52%
Previous 0.59%

Shares

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

Aug 05, 2025
BUY
N/A
7,938 Added 8.12%
105,671 $3.73 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
4,293 Added 4.59%
97,733 $3.15 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-2,974,671 Reduced 96.95%
93,440 $3.11 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
2,994,664 Added 4077.31%
3,068,111 $3.11 Billion
Q3 2024

Nov 12, 2024
SELL
N/A
-2,113,215 Reduced 96.64%
73,447 $2.44 Billion
Q2 2024

Aug 06, 2024
BUY
N/A
2,145,578 Added 5222.42%
2,186,662 $102 Million
Q1 2024

Apr 22, 2024
BUY
N/A
41,084 New
41,084 $1.24 Billion
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