Soa Wealth Advisors, Llc. Ishares Tr Transaction History
Soa Wealth Advisors, Llc.
- $491 Million
- Q2 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 953 shares of IDV stock, worth $28,590. This represents 0.01% of its overall portfolio holdings.
Number of Shares
953
Previous 928
2.69%
Holding current value
$28,590
Previous $26,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IDV
# of Institutions
463Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$325 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$220 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$199 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$159 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$109 Million0.03% of portfolio