Soa Wealth Advisors, Llc. Russell Micro Cap ETF Transaction History

Soa Wealth Advisors, Llc.

$532 Million
Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 17 shares of IWC stock, worth $2,211. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,211

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$120.3 - $138.84 $2,045 - $2,360	17 New	17 $2,000

Others Institutions Holding IWC

# of Institutions

250

Shares Held

4.27M

Call Options Held

13.6K

Put Options Held

3.3K

1832 Asset Management L.P. Toronto, A6

537K
Shares

$69.9 Million
0.12% of portfolio
Ci Private Wealth, LLC Miami, FL

239K
Shares

$31.2 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

229K
Shares

$29.8 Million
0.0% of portfolio
Alesco Advisors LLC Pittsford, NY

176K
Shares

$22.9 Million
0.67% of portfolio
Bank Of Montreal Toronto, A6

140K
Shares

$18.2 Million
0.01% of portfolio

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About RUSSELL MICRO CAP ETF

Ticker IWC
Sector ETFs
Industry ETFs

More about IWC

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Soa Wealth Advisors, Llc. Russell Micro Cap ETF Transaction History