Soa Wealth Advisors, Llc. Spdr Euro Stoxx 50 ETF Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	BUY	$39.27 - $44.9 $117 - $134	3 Added 0.31%	964 $43,000
Q4 2022 Jan 10, 2023	BUY	$30.89 - $40.59 $154 - $202	5 Added 0.52%	961 $0
Q3 2022 Oct 07, 2022	BUY	$30.53 - $37.41 $152 - $187	5 Added 0.53%	956 $29,000
Q2 2022 Jul 13, 2022	BUY	$34.79 - $41.7 $695 - $834	20 Added 2.15%	951 $33,000
Q1 2022 Apr 07, 2022	BUY	$36.2 - $47.38 $72 - $94	2 Added 0.22%	931 $38,000
Q4 2021 Jan 13, 2022	BUY	$44.68 - $49.0 $491 - $539	11 Added 1.2%	929 $43,000
Q3 2021 Oct 12, 2021	SELL	$44.93 - $48.58 $16,893 - $18,266	-376 Reduced 29.06%	918 $41,000
Q2 2021 Jul 14, 2021	BUY	$45.28 - $49.35 $498 - $542	11 Added 0.86%	1,294 $60,000
Q1 2021 Apr 26, 2021	BUY	$40.76 - $44.74 $40 - $44	1 Added 0.08%	1,283 $57,000
Q4 2020 Mar 10, 2021	BUY	$33.59 - $42.4 $43,062 - $54,356	1,282 New	1,282 $54,000

Others Institutions Holding FEZ

# of Institutions

277

Shares Held

32.1M

Call Options Held

1.39M

Put Options Held

2.78M

Jpmorgan Chase & CO New York, NY

11.2M
Shares

$543 Million
0.05% of portfolio
Morgan Stanley New York, NY

3.11M
Shares

$151 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

2.5M
Shares

$122 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.05M
Shares

$51.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.04M
Shares

$50.4 Million
0.01% of portfolio

About SPDR EURO STOXX 50 ETF

Ticker FEZ
Sector ETFs
Industry ETFs

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