Soa Wealth Advisors, Llc. Wisdomtree Tr Intl Largecap Di Transaction History
Soa Wealth Advisors, Llc.
- $897 Million
- Q2 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in Wisdomtree Tr Intl Largecap Di stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,048 shares of DOL stock, worth $122,777. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,048
Previous 3,340
38.68%
Holding current value
$122,777
Previous $185,000
34.59%
% of portfolio
0.01%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding DOL
# of Institutions
102Shares Held
8.1MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS2.69MShares$162 Million0.14% of portfolio
-
Huntington National Bank Columbus, OH790KShares$47.4 Million0.32% of portfolio
-
Morgan Stanley New York, NY693KShares$41.5 Million0.0% of portfolio
-
First Republic Investment Management, Inc. San Francisco, CA362KShares$21.7 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY360KShares$21.6 Million0.0% of portfolio