Strata Wealth Advisors, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Strata Wealth Advisors, LLC

  • $322 Billion
  • Q1 2025
Number of Shares
18,509
Previous 9,007 105.5%
Holding current value
$464 Million
Previous $228 Million 103.73%
% of portfolio
0.14%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
N/A
9,502 Added 105.5%
18,509 $464 Million
Q4 2024

Jan 31, 2025
BUY
N/A
9,007 New
9,007 $228 Million
Track This Portfolio

Track Strata Wealth Advisors, LLC Portfolio

Follow Strata Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strata Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strata Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email