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 $4.5 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
192,938
Previous 6,049
3089.59%
Holding current value
$4.5 Million
Previous $131,000
3256.49%
% of portfolio
0.52%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding YSEP
# of Institutions
51Shares Held
2.93MCall Options Held
0Put Options Held
0-
Luken Investment Analytics, LLC Brentwood, TN336KShares$7.84 Million3.58% of portfolio
-
Sterling Manor Financial, LLC273KShares$6.35 Million5.4% of portfolio
-
Commonwealth Equity Services, LLC242KShares$5.64 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL237KShares$5.53 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA192KShares$4.48 Million0.73% of portfolio