Leo H. Evart, Inc. T Rowe Price Exchange Traded F Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	BUY	$48.65 - $49.29 $333,252 - $337,636	6,850 New	6,850 $334,000
Q1 2022 May 11, 2022	SELL	$49.24 - $49.79 $325,131 - $328,763	-6,603 Closed	0 $0
Q4 2021 Mar 31, 2022	BUY	$49.75 - $50.01 $328,499 - $330,216	6,603 New	6,603 $329,000

Others Institutions Holding TBUX

# of Institutions

43

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

13.2M
Shares

$656 Million
2.41% of portfolio
Raymond James Financial Inc St. Petersburg, FL

723K
Shares

$35.9 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

226K
Shares

$11.2 Million
0.01% of portfolio
3 Edge Asset Management, LP

186K
Shares

$9.25 Million
0.64% of portfolio
Stifel Financial Corp St. Louis, MO

179K
Shares

$8.91 Million
0.01% of portfolio

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