Strata Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Strata Wealth Advisors, LLC
- $290 Billion
- Q2 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 4,877 shares of VO stock, worth $1.26 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,877
Previous 4,202
16.06%
Holding current value
$1.26 Million
Previous $1.05 Billion
12.44%
% of portfolio
0.41%
Previous 0.37%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.97 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.14 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.63 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.14 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.89 Billion0.14% of portfolio