Soa Wealth Advisors, Llc. Options Holdings

Soa Wealth Advisors, Llc.

  • $491 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 855
  • Current Value $491 Million
  • Prior Value $477 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 25 stocks
  • Additional Purchases 208 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 260 stocks
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