Soa Wealth Advisors, Llc. First Tr Exch Trd Fd Viii Ft C Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,423 shares of DJUL stock, worth $60,505. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,423
Previous 1,423
-0.0%
Holding current value
$60,505
Previous $58,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DJUL
# of Institutions
105Shares Held
4.65MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph774KShares$32.9 Million10.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ554KShares$23.5 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$11 Million0.01% of portfolio
-
Envestnet Asset Management Inc231KShares$9.84 Million0.0% of portfolio
-
Ignite Planners, LLC203KShares$8.62 Million2.0% of portfolio