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Strata Wealth Advisors LLC Makes New Investment in Vanguard Small-Cap ETF (NYSEARCA:VB)

Strata Wealth Advisors LLC bought a new position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 4,445 shares of the company’s stock, valued at approximately $840,000. Vanguard Small-Cap ETF makes up approximately 0.4% of […]

CJM Wealth Advisers Ltd Has $22 32 Million Stake in Invesco QQQ (NASDAQ:QQQ)

CJM Wealth Advisers Ltd. increased its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 143.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 62,310 shares of the exchange traded fund’s stock after purchasing an additional 36,761 shares during the quarter. Invesco QQQ […]

Strata Wealth Advisors LLC Makes New $509,000 Investment in Invesco QQQ (NASDAQ:QQQ)

Strata Wealth Advisors LLC acquired a new stake in Invesco QQQ (NASDAQ:QQQ – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 1,419 shares of the exchange traded fund’s stock, valued at approximately $509,000. Other institutional investors also recently modified their holdings of the company. […]

Strata Wealth Advisors LLC Purchases New Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Strata Wealth Advisors LLC purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 1,607 shares of the company’s stock, valued at approximately $341,000. Several other large investors […]

Strata Wealth Advisors LLC Acquires New Shares in Schwab Fundamental U S Large Company Index ETF (NYSEARCA:FNDX)

Strata Wealth Advisors LLC acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) in the first quarter, according to its most recent filing with the SEC. The fund acquired 8,411 shares of the company’s stock, valued at approximately $462,000. Other hedge funds have also bought and sold shares […]

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