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 $451,019. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,691
Previous 7,653 26.63%
Holding current value
$451,019
Previous $343,000 28.86%
% of portfolio
0.08%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
115
Shares Held
4.56M
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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