Strata Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Strata Wealth Advisors, LLC
- $319 Billion
- Q4 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 6,097 shares of VO stock, worth $1.69 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
6,097
Previous 5,398
12.95%
Holding current value
$1.69 Million
Previous $1.42 Billion
13.09%
% of portfolio
0.51%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,178Shares Held
175MCall Options Held
52.1KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.84 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio