Strategies Wealth Advisors, LLC
Holdings in CSQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $364,070 | 18,962 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $358,060 | 18,562 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $427,946 | 23,462 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $377,997 | 23,362 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $424,367 | 23,962 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $410,535 | 23,662 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $401,836 | 23,862 | Shares | Sole | 2024-07-29 |
| 2024-03-31 | $447,915 | 27,362 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $333,682 | 22,440 | Shares | Sole | 2024-01-22 |