Strata Wealth Advisors, LLC PIMCO ETF TR Transaction History

Strata Wealth Advisors, LLC

  • $363 Billion
  • Q2 2025
Number of Shares
200,158
Previous 194,906 2.69%
Holding current value
$5.31 Billion
Previous $5.14 Billion 3.44%
% of portfolio
1.46%
Previous 1.6%

Shares

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

Jul 30, 2025
BUY
N/A
5,252 Added 2.69%
200,158 $5.31 Billion
Q1 2025

May 01, 2025
SELL
N/A
-31,862 Reduced 14.05%
194,906 $5.14 Billion
Q4 2024

Jan 31, 2025
BUY
N/A
6,541 Added 2.97%
226,768 $5.88 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
3,363 Added 1.55%
220,227 $5.87 Billion
Q2 2024

Aug 14, 2024
BUY
N/A
15,182 Added 7.53%
216,864 $5.56 Billion
Q1 2024

Apr 17, 2024
SELL
N/A
-5,029 Reduced 2.43%
201,682 $5.2 Billion
Q4 2023

Jan 31, 2024
BUY
N/A
174,244 Added 536.68%
206,711 $5.31 Billion
Q3 2023

Oct 26, 2023
BUY
N/A
32,467 New
32,467 $793 Million
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