Soa Wealth Advisors, Llc. First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
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 15,022 shares of DDEC stock, worth $617,404. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,022
Previous 15,022
-0.0%
Holding current value
$617,404
Previous $602,000
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding DDEC
# of Institutions
103Shares Held
3.11MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC265KShares$10.9 Million0.02% of portfolio
-
Fischer Investment Strategies, LLC Westlake Village, CA194KShares$7.99 Million6.2% of portfolio
-
Kestra Advisory Services, LLC190KShares$7.79 Million0.04% of portfolio
-
Spinnaker Trust136KShares$5.58 Million0.35% of portfolio
-
Beacon Financial Group134KShares$5.5 Million0.61% of portfolio