Sea Crest Wealth Management, LLC ETF Ser Solutions Aam Transfor Transaction History

Sea Crest Wealth Management, LLC

$913 Million
Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in ETF Ser Solutions Aam Transfor stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 56,598 shares of TRFM stock, worth $2.68 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

56,598

Previous 53,904 5.0%

Holding current value

$2.68 Million

Previous $2.61 Million 2.49%

% of portfolio

0.29%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$47.27 - $51.03 $127,345 - $137,474	2,694 Added 5.0%	56,598 $2.68 Million
Q3 2025 Nov 13, 2025	BUY	$42.56 - $49.21 $2,042 - $2,362	48 Added 0.09%	53,904 $2.61 Million
Q2 2025 Jul 11, 2025	BUY	$29.9 - $43.19 $436,001 - $629,796	14,582 Added 37.13%	53,856 $2.3 Million
Q1 2025 Apr 11, 2025	SELL	$34.51 - $41.76 $204,057 - $246,926	-5,913 Reduced 13.09%	39,274 $1.37 Million
Q4 2024 Jan 14, 2025	BUY	$34.49 - $40.64 $543,562 - $640,486	15,760 Added 53.56%	45,187 $1.71 Million

Q3 2024 Oct 16, 2024	BUY	$30.06 - $35.81 $460,940 - $549,110	15,334 Added 108.81%	29,427 $1.03 Million
Q1 2024 Apr 18, 2024	SELL	$30.04 - $33.64 $210 - $235	-7 Reduced 0.05%	14,093 $474,000
Q4 2023 Jan 18, 2024	BUY	$24.93 - $31.93 $9,622 - $12,324	386 Added 2.81%	14,100 $446,000
Q3 2023 Oct 12, 2023	BUY	$26.32 - $30.57 $360,952 - $419,236	13,714 New	13,714 $369,000

Others Institutions Holding TRFM

# of Institutions

Shares Held

1.67M

Call Options Held

Put Options Held

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About ETF SER SOLUTIONS AAM TRANSFOR

Ticker TRFM

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Sea Crest Wealth Management, LLC ETF Ser Solutions Aam Transfor Transaction History