Soa Wealth Advisors, Llc. First Exc Trd Viii Cboe Vest U Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 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 $167,977. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,958
Previous 3,958
-0.0%
Holding current value
$167,977
Previous $159,000
4.4%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DJAN
# of Institutions
115Shares Held
4.92MCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL736KShares$31.2 Million1.91% of portfolio
-
Brookstone Capital Management366KShares$15.5 Million0.21% of portfolio
-
Cwm, LLC270KShares$11.5 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ254KShares$10.8 Million0.02% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX232KShares$9.86 Million1.17% of portfolio