Strata Wealth Advisors, LLC Vanguard Value ETF Transaction History
Strata Wealth Advisors, LLC
- $319 Billion
- Q4 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 2,029 shares of VTV stock, worth $361,872. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,029
Previous 1,984
2.27%
Holding current value
$361,872
Previous $346 Million
0.82%
% of portfolio
0.11%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,514Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.4 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.61 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.51 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.59 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.36 Billion0.42% of portfolio