Strata Wealth Advisors, LLC FIDELITY COVINGTON TRUST Transaction History

Strata Wealth Advisors, LLC

  • $379 Billion
  • Q3 2025
Number of Shares
64,960
Previous 66,079 1.69%
Holding current value
$2.35 Billion
Previous $2.27 Billion 3.26%
% of portfolio
0.62%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
N/A
-1,119 Reduced 1.69%
64,960 $2.35 Billion
Q2 2025

Jul 30, 2025
BUY
N/A
66,079 New
66,079 $2.27 Billion
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