Soa Wealth Advisors, Llc. First Tr Ex Trd Viii Cboe Vest Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
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 $510,309. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,522
Previous 11,522
-0.0%
Holding current value
$510,309
Previous $498,000
3.41%
% of portfolio
0.06%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
106Shares Held
3.21MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc417KShares$18.5 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL273KShares$12.1 Million0.02% of portfolio
-
Kestra Advisory Services, LLC187KShares$8.29 Million0.04% of portfolio
-
Seros Financial, LLC Tempe, AZ180KShares$7.97 Million5.51% of portfolio
-
Creative One Wealth, LLC Overland Park, KS137KShares$6.05 Million0.19% of portfolio