Soa Wealth Advisors, Llc. Ishares Morningstar U.S. Equit Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding ILCB
# of Institutions
168Shares Held
4.25MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY473KShares$38.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY450KShares$36.2 Million0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN425KShares$34.2 Million0.01% of portfolio
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Wealth Enhancement Advisory Services, LLC192KShares$15.5 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC182KShares$14.6 Million0.01% of portfolio