Strategic Financial Concepts, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Strategic Financial Concepts, LLC

$314 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$48.2 - $51.91 $1.03 Million - $1.11 Million	21,290 New	21,290 $450,000

Others Institutions Holding CMDY

# of Institutions

54

Shares Held

2.72M

Call Options Held

14.1K

Put Options Held

0

Alaska Permanent Capital Management

769K
Shares

$36 Million
3.05% of portfolio
Apcm Wealth Management For Individuals

356K
Shares

$16.7 Million
2.68% of portfolio
Envestnet Asset Management Inc

305K
Shares

$14.3 Million
0.01% of portfolio
Principal Securities, Inc. Des Moines, IA

212K
Shares

$9.9 Million
0.26% of portfolio
Disciplina Capital Management LLC Nashville, TN

104K
Shares

$4.87 Million
0.83% of portfolio

About ISHARES US ETF TR BLOOMBERG RO

Ticker CMDY
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