Soa Wealth Advisors, Llc. Ishares Tr Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 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 84 shares of IHE stock, worth $6,018. This represents 0.0% of its overall portfolio holdings.
Number of Shares
84
Previous 84
-0.0%
Holding current value
$6,018
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IHE
# of Institutions
153Shares Held
5.9MCall Options Held
6.2KPut Options Held
0-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa3.44MShares$247 Million0.1% of portfolio
-
Mc Elhenny Sheffield Capital Management, LLC286KShares$20.5 Million6.56% of portfolio
-
Morgan Stanley New York, NY243KShares$17.4 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC183KShares$13.1 Million0.23% of portfolio
-
Rockport Wealth LLC Fairview Park, OH182KShares$13.1 Million5.1% of portfolio