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

Soa Wealth Advisors, Llc.

$850 Million
Q1 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 9,696 shares of FSEP stock, worth $449,797. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,696

Previous 9,691 0.05%

Holding current value

$449,797

Previous $442,000 2.71%

% of portfolio

0.05%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$44.11 - $47.04 $220 - $235	5 Added 0.05%	9,696 $430,000
Q4 2024 Jan 28, 2025	BUY	$44.57 - $46.43 $90,833 - $94,624	2,038 Added 26.63%	9,691 $442,000
Q3 2024 Oct 08, 2024	BUY	$42.73 - $44.94 $21,835 - $22,964	511 Added 7.15%	7,653 $343,000
Q2 2024 Jul 17, 2024	SELL	$41.45 - $43.76 $9,823 - $10,371	-237 Reduced 3.21%	7,142 $312,000
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	$31.46 - $34.68 $167,681 - $184,844	5,330 New	5,330 $0

Others Institutions Holding FSEP

# of Institutions

131

Shares Held

4.47M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII CBOE VEST US

Ticker FSEP
Sector ETFs
Industry ETFs

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