Soa Wealth Advisors, Llc. First Tr Ex Tr Fd Viii Ft Cboe Call Options Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DDEC
# of Institutions
86Shares Held
4.55MCall Options Held
0Put Options Held
0-
Spinnaker Trust1.86MShares$74.2 Million4.55% of portfolio
-
Townsquare Capital LLC263KShares$10.5 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC222KShares$8.86 Million0.01% of portfolio
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Envestnet Asset Management Inc147KShares$5.86 Million0.0% of portfolio
-
Kestra Advisory Services, LLC131KShares$5.24 Million0.03% of portfolio