STA Wealth Management, LLC
CIK
0001471474
City
Houston
State / Country
TX
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $386,700 | 30,000 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $390,300 | 30,000 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $372,000 | 30,000 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $363,900 | 30,000 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $378,900 | 30,000 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $391,200 | 30,000 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $368,400 | 30,000 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $383,400 | 30,000 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $378,000 | 30,000 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $339,900 | 30,000 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $366,300 | 30,000 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $442,011 | 37,586 | Shares | Sole | 2023-05-08 |