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Strata Wealth Advisors, LLC

SEC CIK
0001946237
Latest filing
Aug 5, 2026

CARR holding history

Carrier Global Corp in every 13F filed by Strata Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CARR overviewAll 13F holders of CARRFull Q2 2026 holdings

Shares (Q1 2023)
7,548
Value
$345.3K
% of portfolio
0.2%
Quarters held
2
Since Q4 2022
Holdings of CARR by Strata Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2023––––Not filedHolders
Q1 20237,548$345.3K0.2%+31+0.4%AddedHolders
Q4 20227,517$310.1K0.2%–No prior filingHolders