Soa Wealth Advisors, Llc. Spdr Ssga Us Small Cap Low Vol Transaction History
Soa Wealth Advisors, Llc.
- $491 Million
- Q2 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,326 shares of SMLV stock, worth $167,699. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,326
Previous 1,317
0.68%
Holding current value
$167,699
Previous $147,000
1.36%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SMLV
# of Institutions
80Shares Held
795KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA166KShares$21 Million0.33% of portfolio
-
Mc Naughton Wealth Management, LLC88.2KShares$11.2 Million5.14% of portfolio
-
Dorval Corp Maple Grove, MN66.6KShares$8.42 Million3.36% of portfolio
-
Kestra Advisory Services, LLC48.6KShares$6.14 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.3KShares$5.6 Million0.0% of portfolio