A detailed history of Stratos Wealth Advisors, LLC transactions in First Tr S&P Reit Index Fd stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 10,136 shares of FRI stock, worth $292,119. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,136
Previous 10,111 0.25%
Holding current value
$292,119
Previous $259,000 15.83%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$25.47 - $29.98 $636 - $749
25 Added 0.25%
10,136 $300,000
Q2 2024

Jul 24, 2024

SELL
$23.82 - $25.88 $2,786 - $3,027
-117 Reduced 1.14%
10,111 $259,000
Q1 2024

Apr 16, 2024

BUY
$24.8 - $26.5 $31,148 - $33,284
1,256 Added 14.0%
10,228 $265,000
Q4 2023

Jan 24, 2024

BUY
$21.37 - $26.67 $191,731 - $239,283
8,972 New
8,972 $235,000

Others Institutions Holding FRI

About FIRST TR S&P REIT INDEX FD


  • Ticker FRI
  • Sector ETFs
  • Industry ETFs
More about FRI
Track This Portfolio

Track Stratos Wealth Advisors, LLC Portfolio

Follow Stratos 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 Stratos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Advisors, LLC with notifications on news.