Soa Wealth Advisors, Llc. Ishares U S ETF Tr Transaction History

Soa Wealth Advisors, Llc.

$517 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 26, 2021	SELL	$46.13 - $51.19 $10,148 - $11,261	-220 Closed	0 $0
Q4 2020 Mar 10, 2021	BUY	$41.1 - $47.79 $9,042 - $10,513	220 New	220 $11,000

Others Institutions Holding IETC

# of Institutions

61

Shares Held

1.55M

Call Options Held

0

Put Options Held

0

Kozak & Associates, Inc. Highlands Ranch, CO

675K
Shares

$55.5 Million
12.78% of portfolio
Mirae Asset Global Investments Co., Ltd.

233K
Shares

$19.2 Million
0.08% of portfolio
Mml Investors Services, LLC Springfield, MA

92.3K
Shares

$7.59 Million
0.03% of portfolio
Raymond James & Associates St Petersburg, FL

73.4K
Shares

$6.04 Million
0.0% of portfolio
Truist Financial Corp

68.8K
Shares

$5.66 Million
0.01% of portfolio

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