Strategic Financial Concepts, LLC TBUX Holdings History
Strategic Financial Concepts, LLC's T. Rowe Price Ultra Short-Term Bond ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 276,315.00 shares of T. Rowe Price Ultra Short-Term Bond ETF(TBUX), totaling $13.72 Mil. This investment constitutes 2.57% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 4.19% of the outstanding T. Rowe Price Ultra Short-Term Bond ETF(TBUX) stock.
The initial trade took place in 2024Q1. And since then Strategic Financial Concepts, LLC has made 4 purchases of TBUX, at an average price of $49.43, for a total of 8.90 Mil shares. In addition, there have been 1 sales at an average price of $49.71 for 8.62 Mil shares. Based on historical transaction data and TBUX's current price of $49.87, Strategic Financial Concepts, LLC's estimated gain on his TBUX holdings is $2.52 Mil, reflecting a 0.57% gain to date.
Strategic Financial Concepts, LLC TBUX ($49.87) Holding Chart
Strategic Financial Concepts, LLC TBUX ($49.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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