Strategies Wealth Advisors, LLC GE VERNOVA INC Transaction History

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 2025
Number of Shares
2,521
Previous 1,839 37.09%
Holding current value
$1.33 Billion
Previous $561 Million 137.63%
% of portfolio
0.15%
Previous 0.07%

Shares

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

Aug 08, 2025
BUY
N/A
682 Added 37.09%
2,521 $1.33 Billion
Q1 2025

May 14, 2025
BUY
N/A
202 Added 12.34%
1,839 $561 Million
Q4 2024

Feb 13, 2025
BUY
N/A
1,637 New
1,637 $611 Million
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