Back to STT-PG
Strata Wealth Advisors, LLC → STT-PG
Strata Wealth Advisors, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
7
Latest value
$234K
Q3 2026
Peak value
$13M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $233K |
| Q3 2025 | $411K |
| Q4 2025 | $223K |
| Q1 2026 | $234K |
| Q2 2026 | $243K |
| Q3 2026 | $13M |
| Q3 2026 | $234K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $234K | 1.6K | — | — |
| Q3 2026 | $13M | 544.5K | — | — |
| Q2 2026 | $243K | 1.6K | — | — |
| Q1 2026 | $234K | 1.6K | — | — |
| Q4 2025 | $223K | 1.6K | — | — |
| Q3 2025 | $411K | 4.6K | — | — |
| Q3 2025 | $233K | 1.7K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B