Strata Wealth Advisors, LLC PIMCO ETF TR Transaction History

Strata Wealth Advisors, LLC

  • $322 Billion
  • Q1 2025
Number of Shares
194,906
Previous 226,768 14.05%
Holding current value
$5.14 Billion
Previous $5.88 Billion 12.62%
% of portfolio
1.6%
Previous 1.84%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Strata Wealth Advisors, LLC Portfolio

Follow Strata Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strata Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email