Soa Wealth Advisors, Llc. First Tr ETF Fd Viii Cboe Vest Transaction History
Soa Wealth Advisors, Llc.
- $491 Million
- Q2 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in First Tr ETF Fd Viii Cboe Vest stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,270 shares of YSEP stock, worth $28,067. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,270
Previous 1,026
23.78%
Holding current value
$28,067
Previous $22,000
22.73%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding YSEP
# of Institutions
34Shares Held
1.36MCall Options Held
0Put Options Held
0-
Lm Advisors LLC San Diego, CA206KShares$4.56 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC190KShares$4.19 Million0.01% of portfolio
-
Chris Bulman Inc Roseville, CA133KShares$2.94 Million1.96% of portfolio
-
Brookstone Capital Management133KShares$2.93 Million0.05% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL101KShares$2.24 Million0.0% of portfolio