Soa Wealth Advisors, Llc. First Exc Trd Viii Cboe Vest U Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,958 shares of DJAN stock, worth $162,396. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,958
Previous 3,751
5.52%
Holding current value
$162,396
Previous $142,000
11.97%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DJAN
# of Institutions
114Shares Held
5.39MCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL722KShares$29.6 Million2.03% of portfolio
-
Brookstone Capital Management409KShares$16.8 Million0.26% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ357KShares$14.7 Million0.03% of portfolio
-
Cwm, LLC298KShares$12.2 Million0.04% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX230KShares$9.44 Million1.26% of portfolio