Soa Wealth Advisors, Llc. First Tr ETF Viii Cboe Vest Us Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,510 shares of DSEP stock, worth $111,092. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,510
Previous 2,510
-0.0%
Holding current value
$111,092
Previous $106,000
3.77%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DSEP
# of Institutions
105Shares Held
2.95MCall Options Held
0Put Options Held
0-
Reap Financial Group, LLC Austin, TX271KShares$12 Million2.6% of portfolio
-
Spectrum Asset Management, Inc.267KShares$11.8 Million4.44% of portfolio
-
Kestra Advisory Services, LLC180KShares$7.96 Million0.04% of portfolio
-
Envestnet Asset Management Inc152KShares$6.72 Million0.0% of portfolio
-
Ausdal Financial Partners, Inc. Davenport, IA124KShares$5.48 Million0.3% of portfolio