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

Strata Wealth Advisors, LLC

  • $379 Billion
  • Q3 2025
Number of Shares
274,502
Previous 276,334 0.66%
Holding current value
$6.94 Billion
Previous $6.81 Billion 1.98%
% of portfolio
1.83%
Previous 1.88%

Shares

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

Nov 10, 2025
SELL
N/A
-1,832 Reduced 0.66%
274,502 $6.94 Billion
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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