Strategic Financial Concepts, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History

Strategic Financial Concepts, LLC

  • $533 Billion
  • Q1 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 26,260 shares of XSOE stock, worth $923,826. This represents 0.15% of its overall portfolio holdings.

Number of Shares
26,260
Previous 25,340 3.63%
Holding current value
$923,826
Previous $772 Million 4.96%
% of portfolio
0.15%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$29.72 - $31.94 $27,342 - $29,384
920 Added 3.63%
26,260 $811 Million
Q4 2024

Jan 30, 2025
SELL
$30.48 - $34.2 $22.8 Million - $25.5 Million
-746,817 Reduced 96.72%
25,340 $772 Million
Q4 2024

Jan 27, 2025
BUY
$30.48 - $34.2 $22.8 Million - $25.5 Million
746,911 Added 2958.53%
772,157 $772 Million
Q3 2024

Nov 12, 2024
SELL
$29.23 - $33.51 $21.2 Million - $24.3 Million
-723,858 Reduced 96.63%
25,246 $834 Million
Q2 2024

Aug 06, 2024
BUY
$28.28 - $31.13 $20.5 Million - $22.5 Million
724,374 Added 2929.13%
749,104 $25 Million
Q1 2024

Apr 22, 2024
BUY
$27.04 - $29.77 $668,699 - $736,212
24,730 New
24,730 $729 Million
Q3 2023

Nov 07, 2023
BUY
$26.52 - $29.84 $248,784 - $279,929
9,381 Added 72.28%
22,359 $596 Million
Q2 2023

Sep 06, 2023
SELL
$26.67 - $29.16 $7,974 - $8,718
-299 Reduced 2.25%
12,978 $363 Million
Q1 2023

Sep 06, 2023
BUY
$26.2 - $30.06 $347,857 - $399,106
13,277 New
13,277 $370 Million

Others Institutions Holding XSOE

# of Institutions
256
Shares Held
34.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR EMERGING MKTS EX

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