Soa Wealth Advisors, Llc. First Tr Ex Tr Fd Viii Cboe Ve Call Options Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding QDEC
# of Institutions
90Shares Held
8.12MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE1.86MShares$49.4 Million18.77% of portfolio
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Stuart Chaussee & Associates, Inc.1.8MShares$47.7 Million31.81% of portfolio
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Cetera Investment Advisers Schaumburg, IL437KShares$11.6 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL302KShares$8.04 Million0.0% of portfolio
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Kestra Advisory Services, LLC284KShares$7.55 Million0.05% of portfolio