Strata Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Strata Wealth Advisors, LLC
- $363 Billion
- Q2 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 6,499 shares of VO stock, worth $1.84 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
6,499
Previous 6,178
5.2%
Holding current value
$1.84 Million
Previous $1.6 Billion
13.82%
% of portfolio
0.5%
Previous 0.5%
Shares
9 transactions
Others Institutions Holding VO
# of Institutions
2,393Shares Held
204MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.2 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio