Number of Shares
706
Previous 2,257 68.72%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

SELL
N/A
-1,551 Reduced 68.72%
706 $0
Q2 2024

Jul 17, 2024

SELL
N/A
-3,540 Reduced 61.07%
2,257 $0
Q4 2023

Jan 10, 2024

SELL
N/A
-284 Reduced 4.67%
5,797 $0
Q3 2023

Oct 10, 2023

BUY
N/A
6,081 New
6,081 $0
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.