Strategies Wealth Advisors, LLC
CIK
0001976435
City
GRAND RAPIDS
State / Country
MI
Holdings in PFLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $127,583 | 13,763 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $118,308 | 13,308 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $133,473 | 12,921 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $140,423 | 12,549 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $135,925 | 12,436 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $137,497 | 11,884 | Shares | Sole | 2024-10-07 |
| 2024-06-30 | $133,494 | 11,568 | Shares | Sole | 2024-07-29 |
| 2024-03-31 | $128,150 | 11,261 | Shares | Sole | 2024-04-22 |
| 2023-12-31 | $132,749 | 10,971 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $217,165 | 20,372 | Shares | Sole | 2023-10-10 |