Boulay Financial Advisors, LLC Strategic Trust Transaction History

Boulay Financial Advisors, LLC

  • $712 Billion
  • Q3 2025
Number of Shares
3,357,381
Previous 3,377,504 0.6%
Holding current value
$115 Billion
Previous $114 Billion 0.67%
% of portfolio
16.15%
Previous 17.24%

Shares

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

Oct 14, 2025
SELL
N/A
-20,123 Reduced 0.6%
3,357,381 $115 Billion
Q2 2025

Jul 17, 2025
BUY
N/A
3,377,504 New
3,377,504 $114 Billion
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