TWD
SRTA

True Wealth Design’s Strata Critical Medical Inc SRTA Stock Holding History

True Wealth Design’s Portfolio SRTA Stock Details SRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-104
Closed -$284 – 2600
2025
Q1 		$284 Sell
104
-291
-74% -$1.04K ﹤0.01% 1801
2024
Q4 		$1.68K Hold
395
– – ﹤0.01% 787
2024
Q3 		$1.16K Buy
+395
New +$1.26K ﹤0.01% 937

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

True Wealth Design's SRTA Position: Q2 2025 in Review

True Wealth Design sold out of Strata Critical Medical Inc (SRTA) in Q2 2025, closing a stake of 104 shares — an estimated $284 sold.

True Wealth Design first reported a position in SRTA in Q3 2024 and held it in 3 quarters. The position peaked at $1.68K in Q4 2024. 126 funds tracked by Wall St. Rank hold SRTA as of Q2 2025.

  • True Wealth Design reported no remaining Strata Critical Medical Inc position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 104 Strata Critical Medical Inc shares in Q2 2025, an estimated $284.
  • True Wealth Design first reported a position in Strata Critical Medical Inc in Q3 2024 and held it in 3 quarters.
  • True Wealth Design's Strata Critical Medical Inc position peaked at $1.68K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.