Strata Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Strata Wealth Advisors, LLC
- $290 Billion
- Q2 2024
A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 137,853 shares of VUG stock, worth $55.1 Million. This represents 17.76% of its overall portfolio holdings.
Number of Shares
137,853
Previous 138,390
0.39%
Holding current value
$55.1 Million
Previous $47.6 Billion
8.25%
% of portfolio
17.76%
Previous 16.76%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,323Shares Held
243MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$17.2 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.18 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.44 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.44 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.31 Billion1.05% of portfolio