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Strata Wealth Advisors, LLC → GOOGN

Strata Wealth Advisors, LLC GOOGN Position History

Alphabet Inc. Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock • Technology

Quarters held
10
Latest value
$761K
Q3 2026
Peak value
$6.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.2M
Q3 2025$328K
Q4 2025$5.6M
Q4 2025$471K
Q1 2026$5.1M
Q1 2026$474K
Q2 2026$6.3M
Q2 2026$743K
Q3 2026$6.2M
Q3 2026$761K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$761K2.2K——
Q3 2026$6.2M18.1K——
Q2 2026$743K2.1K——
Q2 2026$6.3M17.9K——
Q1 2026$474K1.6K——
Q1 2026$5.1M17.6K——
Q4 2025$471K1.5K——
Q4 2025$5.6M17.8K——
Q3 2025$328K1.3K——
Q3 2025$5.2M21.4K——

Other funds holding GOOGN

Other Strata Wealth Advisors, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$62.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$60.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$57.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$55.8M
VGES

VANGUARD SCOTTSDALE FDS

$53.2M
VGES

VANGUARD SCOTTSDALE FDS

$52.3M
VGES

VANGUARD INDEX FDS

$52.2M