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Unique Wealth Strategies’s Strata Critical Medical Inc SRTA Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-100
Closed -$285 – 264
2024
Q2 		$285 Buy
+100
New +$334 ﹤0.01% 638

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

Unique Wealth Strategies's SRTA Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Strata Critical Medical Inc (SRTA) in Q3 2024, closing a stake of 100 shares — an estimated $285 sold.

Unique Wealth Strategies first reported a position in SRTA in Q2 2024 and held it in 1 quarter. The position peaked at $285 in Q2 2024. 120 funds tracked by Wall St. Rank hold SRTA as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Strata Critical Medical Inc position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 100 Strata Critical Medical Inc shares in Q3 2024, an estimated $285.
  • Unique Wealth Strategies first reported a position in Strata Critical Medical Inc in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Strata Critical Medical Inc position peaked at $285 in Q2 2024.
  • 120 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.