Soa Wealth Advisors, Llc. Wisdomtree Tr Intl Largecap Di Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 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 3,572 shares of DOL stock, worth $190,959. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,572
Previous 3,572
-0.0%
Holding current value
$190,959
Previous $176,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding DOL
# of Institutions
103Shares Held
8.09MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.72MShares$146 Million0.13% of portfolio
-
Huntington National Bank Columbus, OH783KShares$41.9 Million0.28% of portfolio
-
Morgan Stanley New York, NY628KShares$33.5 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$19.4 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY357KShares$19.1 Million0.0% of portfolio