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Strategic Financial Group, LLC → DTB

Strategic Financial Group, LLC DTB Position History

DTB

Quarters held
3
Latest value
$936K
Q3 2026
Peak value
$1.2M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$1.1M
Q2 2026$1.2M
Q3 2026$936K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$936K7.7K——
Q2 2026$1.2M7.6K——
Q1 2026$1.1M7.6K——

Other funds holding DTB

Other Strategic Financial Group, LLC positions

ETHA

ISHARES TR

$17.5M
ETHA

ISHARES TR

$17.4M
VGES

VANGUARD INDEX FDS

$16.4M
VGES

VANGUARD INDEX FDS

$16.1M
ETHA

ISHARES TR

$14.4M
QQQ

INVESCO QQQ TR

$14.3M
VGES

VANGUARD INDEX FDS

$14.1M
QQQ

INVESCO QQQ TR

$14.1M