Soa Wealth Advisors, Llc. First Tr Exch Trd Fd Viii Ft C Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 13,219 shares of FJUL stock, worth $648,656. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,219
Previous 13,219
-0.0%
Holding current value
$648,656
Previous $635,000
-0.0%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding FJUL
# of Institutions
146Shares Held
6.82MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$23.9 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$23 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.9 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH400KShares$19.6 Million7.38% of portfolio