Strata Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Strata Wealth Advisors, LLC
- $379 Billion
- Q3 2025
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 6,274 shares of VO stock, worth $1.8 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
6,274
Previous 6,499
3.46%
Holding current value
$1.8 Million
Previous $1.82 Billion
1.34%
% of portfolio
0.49%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
2,508Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio