Strategic Financial Concepts, LLC Invesco Actively Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Invesco Actively stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 11,213 shares of PSR stock, worth $1.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,213
Previous 11,375 1.42%
Holding current value
$1.01 Million
Previous $1.05 Billion 2.72%
% of portfolio
0.14%
Previous 0.2%

Shares

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

Aug 05, 2025
SELL
$81.92 - $93.07 $13,271 - $15,077
-162 Reduced 1.42%
11,213 $1.02 Billion
Q1 2025

Apr 28, 2025
BUY
$86.57 - $95.84 $51,682 - $57,216
597 Added 5.54%
11,375 $1.05 Billion
Q4 2024

Jan 30, 2025
SELL
$89.02 - $99.55 $83.5 Million - $93.4 Million
-937,859 Reduced 98.86%
10,778 $973 Million
Q4 2024

Jan 27, 2025
BUY
$89.02 - $99.55 $83.5 Million - $93.4 Million
938,265 Added 9046.13%
948,637 $973 Million
Q3 2024

Nov 12, 2024
SELL
$84.82 - $99.93 $82.8 Million - $97.6 Million
-976,590 Reduced 98.95%
10,372 $1.02 Billion
Q2 2024

Aug 06, 2024
BUY
$80.01 - $87.58 $78.1 Million - $85.5 Million
976,417 Added 9259.53%
986,962 $34.2 Million
Q1 2024

Apr 22, 2024
BUY
$84.85 - $92.36 $894,743 - $973,936
10,545 New
10,545 $930 Million
Q3 2023

Nov 07, 2023
BUY
$77.89 - $89.91 $274,640 - $317,022
3,526 Added 59.94%
9,409 $743 Million
Q2 2023

Sep 06, 2023
BUY
$81.03 - $87.6 $7,373 - $7,971
91 Added 1.57%
5,883 $510 Million
Q1 2023

Sep 06, 2023
BUY
$81.31 - $98.72 $470,947 - $571,786
5,792 New
5,792 $507 Million

Others Institutions Holding PSR

# of Institutions
61
Shares Held
306K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY

PSR Quotes by TradingView
  • Ticker PSR
  • Sector ETFs
  • Industry ETFs
More about PSR
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