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

Soa Wealth Advisors, Llc.

$960 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IETC

# of Institutions

120

Shares Held

3.02M

Call Options Held

3.3K

Put Options Held

0

Kozak & Associates, Inc. Highlands Ranch, CO

682K
Shares

$69.8 Million
13.16% of portfolio
Gradient Investments LLC

625K
Shares

$63.9 Million
1.36% of portfolio
Beacon Harbor Wealth Advisors, Inc.

129K
Shares

$13.2 Million
3.14% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$10.3 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

98.6K
Shares

$10.1 Million
0.03% of portfolio

About ISHARES U S ETF TR

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