Soa Wealth Advisors, Llc. First Tr ETF Viii Cboe Vest Us Call Options Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FSEP
# of Institutions
133Shares Held
5.14MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc493KShares$21.4 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ326KShares$14.1 Million0.04% of portfolio
-
Cwm, LLC313KShares$13.6 Million0.06% of portfolio
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Cetera Investment Advisers Schaumburg, IL276KShares$12 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL271KShares$11.7 Million0.0% of portfolio