Soa Wealth Advisors, Llc. First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr Ex Tr Fd Viii Ft Cboe stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 18,562 shares of DDEC stock, worth $708,325. This represents 0.09% of its overall portfolio holdings.
Number of Shares
18,562
Previous 15,022
23.57%
Holding current value
$708,325
Previous $602,000
20.43%
% of portfolio
0.09%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding DDEC
# of Institutions
107Shares Held
3.42MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC265KShares$10.1 Million0.02% of portfolio
-
Fischer Investment Strategies, LLC Westlake Village, CA194KShares$7.42 Million6.2% of portfolio
-
Kestra Advisory Services, LLC190KShares$7.23 Million0.04% of portfolio
-
Spinnaker Trust136KShares$5.18 Million0.35% of portfolio
-
Beacon Financial Group135KShares$5.17 Million0.61% of portfolio