Soa Wealth Advisors, Llc. First Tr ETF Fd Viii Cboe Vest Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 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 186,779 shares of YSEP stock, worth $4.76 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
186,779
Previous 187,837
0.56%
Holding current value
$4.76 Million
Previous $4.58 Million
3.91%
% of portfolio
0.5%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding YSEP
# of Institutions
57Shares Held
3.24MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph520KShares$13.3 Million3.92% of portfolio
-
Sterling Manor Financial, LLC381KShares$9.7 Million7.4% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL209KShares$5.33 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA208KShares$5.3 Million0.65% of portfolio
-
Rockefeller Capital Management L.P. New York, NY203KShares$5.18 Million0.01% of portfolio