Soa Wealth Advisors, Llc. First Tr ETF Viii Cboe Vest Us Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
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 9,691 shares of FSEP stock, worth $441,715. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,691
Previous 9,691
-0.0%
Holding current value
$441,715
Previous $442,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding FSEP
# of Institutions
134Shares Held
5.24MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc493KShares$22.5 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ326KShares$14.9 Million0.04% of portfolio
-
Cwm, LLC313KShares$14.3 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL276KShares$12.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL271KShares$12.3 Million0.0% of portfolio