Strata Wealth Advisors, LLC PIMCO ETF TR Transaction History

Strata Wealth Advisors, LLC

  • $319 Billion
  • Q4 2024
Number of Shares
226,768
Previous 220,227 2.97%
Holding current value
$5.88 Billion
Previous $5.87 Billion 0.15%
% of portfolio
1.84%
Previous 1.89%

Shares

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