Soa Wealth Advisors, Llc. First Tr Ex Trd Viii Cboe Vest Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 11,522 shares of DJUN stock, worth $508,465. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,522
Previous 11,522
-0.0%
Holding current value
$508,465
Previous $490,000
1.63%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
93Shares Held
2.2MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.39 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.64 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.52 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.34 Million0.11% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.23 Million2.69% of portfolio