Soa Wealth Advisors, Llc. First Trust Nasdaq Technology Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 87,906 shares of TDIV stock, worth $8.01 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
87,906
Previous 95,855
8.29%
Holding current value
$8.01 Million
Previous $7.03 Million
12.68%
% of portfolio
0.88%
Previous 0.83%
Shares
2 transactions
Others Institutions Holding TDIV
# of Institutions
374Shares Held
22.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.37MShares$216 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.98MShares$180 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.66MShares$151 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$127 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.18MShares$108 Million0.03% of portfolio