Soa Wealth Advisors, Llc. Wisdomtree Tr Intl Largecap Di Transaction History
Soa Wealth Advisors, Llc.
- $477 Million
- Q1 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,549 shares of DOL stock, worth $182,667. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,549
Previous 3,551
0.06%
Holding current value
$182,667
Previous $174,000
5.17%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding DOL
# of Institutions
94Shares Held
8.17MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.78MShares$143 Million0.16% of portfolio
-
Huntington National Bank Columbus, OH876KShares$45.1 Million0.37% of portfolio
-
Morgan Stanley New York, NY501KShares$25.8 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY372KShares$19.2 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$18.6 Million0.05% of portfolio