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

Strata Wealth Advisors, LLC

  • $363 Billion
  • Q2 2025
Number of Shares
276,334
Previous 18,509 1392.97%
Holding current value
$6.81 Billion
Previous $464 Million 1367.56%
% of portfolio
1.88%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
N/A
257,825 Added 1392.97%
276,334 $6.81 Billion
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
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