Soa Wealth Advisors, Llc. Spdr Ssga Us Small Cap Low Vol Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 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 1,334 shares of SMLV stock, worth $180,556. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,334
Previous 1,326
0.6%
Holding current value
$180,556
Previous $145,000
13.79%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SMLV
# of Institutions
86Shares Held
779KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA109KShares$14.8 Million0.19% of portfolio
-
Mc Naughton Wealth Management, LLC88.9KShares$12 Million5.38% of portfolio
-
Dorval Corp Maple Grove, MN68.8KShares$9.31 Million3.56% of portfolio
-
Cambridge Investment Research Advisors, Inc.46.8KShares$6.34 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.3KShares$6.27 Million0.0% of portfolio