Soa Wealth Advisors, Llc. First Tr ETF Viii Cboe Vest Us Transaction History

Soa Wealth Advisors, Llc.

  • $477 Million
  • Q1 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 7,379 shares of FSEP stock, worth $323,569. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,379
Previous 7,379 -0.0%
Holding current value
$323,569
Previous $296,000 5.74%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
BUY
$36.98 - $39.0 $90,268 - $95,199
2,441 Added 49.43%
7,379 $273,000
Q1 2023

Apr 28, 2023
SELL
$33.22 - $35.75 $13,022 - $14,014
-392 Reduced 7.35%
4,938 $174,000
Q4 2022

Jan 10, 2023
BUY
$32.48 - $34.68 $173,118 - $184,844
5,330 New
5,330 $0

Others Institutions Holding FSEP

# of Institutions
92
Shares Held
3.31M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST US

FSEP Quotes by TradingView
  • Ticker FSEP
  • Sector ETFs
  • Industry ETFs
More about FSEP
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