Soa Wealth Advisors, Llc. First Tr ETF Fd Viii Cboe Vest Transaction History
Soa Wealth Advisors, Llc.
- $850 Million
- Q1 2025
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 192,938 shares of YSEP stock, worth $4.35 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
192,938
Previous 6,049
3089.59%
Holding current value
$4.35 Million
Previous $131,000
3256.49%
% of portfolio
0.52%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding YSEP
# of Institutions
49Shares Held
2.34MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC242KShares$5.46 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL237KShares$5.36 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA192KShares$4.33 Million0.73% of portfolio
-
Rockefeller Capital Management L.P. New York, NY182KShares$4.11 Million0.01% of portfolio
-
Clear Creek Financial Management, LLC133KShares$2.99 Million0.33% of portfolio