Strata Wealth Advisors, LLC BROOKFIELD CORP Transaction History

Strata Wealth Advisors, LLC

  • $363 Billion
  • Q2 2025
Number of Shares
4,256
Previous 14,494 70.64%
Holding current value
$263 Million
Previous $760 Million 65.35%
% of portfolio
0.07%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
N/A
-10,238 Reduced 70.64%
4,256 $263 Million
Q1 2025

May 01, 2025
SELL
N/A
-1,148 Reduced 7.34%
14,494 $760 Million
Q3 2024

Nov 13, 2024
SELL
N/A
-315 Reduced 1.97%
15,642 $831 Million
Q2 2024

Aug 14, 2024
SELL
N/A
-878 Reduced 5.22%
15,957 $663 Million
Q1 2024

Apr 17, 2024
SELL
N/A
-24,433 Reduced 59.21%
16,835 $705 Million
Q4 2023

Jan 31, 2024
BUY
N/A
41,268 New
41,268 $1.66 Billion
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