Soa Wealth Advisors, Llc. Spdr Bloomberg International T Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 07, 2022	BUY	$20.48 - $23.82 $81 - $95	4 Added 0.33%	1,225 $25,000
Q2 2022 Jul 13, 2022	BUY	$22.55 - $25.97 $67 - $77	3 Added 0.25%	1,221 $28,000
Q1 2022 Apr 07, 2022	BUY	$25.82 - $28.22 $51 - $56	2 Added 0.16%	1,218 $31,000
Q4 2021 Jan 13, 2022	BUY	$27.94 - $28.89 $83 - $86	3 Added 0.25%	1,216 $34,000
Q3 2021 Oct 12, 2021	BUY	$28.6 - $29.81 $85 - $89	3 Added 0.25%	1,213 $34,000
Q2 2021 Jul 14, 2021	BUY	$29.28 - $30.06 $87 - $90	3 Added 0.25%	1,210 $35,000
Q1 2021 Apr 26, 2021	SELL	$29.14 - $31.45 $11,772 - $12,705	-404 Reduced 25.08%	1,207 $35,000
Q4 2020 Mar 10, 2021	BUY	$29.69 - $31.3 $47,830 - $50,424	1,611 New	1,611 $49,000

Others Institutions Holding BWX

# of Institutions

136

Shares Held

30.2M

Call Options Held

0

Put Options Held

0

Manufacturers Life Insurance Company, The Toronto, A6

6.64M
Shares

$144 Million
0.14% of portfolio
Argi Investment Services, LLC

4.1M
Shares

$88.7 Million
8.08% of portfolio
Perella Weinberg Partners Capital Management LP

3.84M
Shares

$83.2 Million
9.14% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

3.77M
Shares

$81.6 Million
4.95% of portfolio
Morgan Stanley New York, NY

2.06M
Shares

$44.6 Million
0.0% of portfolio

About SPDR BLOOMBERG INTERNATIONAL T

Ticker BWX
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