Soa Wealth Advisors, Llc. First Tr ETF Fd Viii Cboe Vest Transaction History

Soa Wealth Advisors, Llc.

$897 Million
Q2 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 187,837 shares of YSEP stock, worth $4.67 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

187,837

Previous 192,938 2.64%

Holding current value

$4.67 Million

Previous $4.4 Million 4.23%

% of portfolio

0.51%

Previous 0.52%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$21.49 - $24.4 $109,620 - $124,464	-5,101 Reduced 2.64%	187,837 $4.58 Million
Q1 2025 Apr 14, 2025	BUY	$21.67 - $23.21 $4.05 Million - $4.34 Million	186,889 Added 3089.59%	192,938 $4.4 Million
Q4 2024 Jan 28, 2025	BUY	$21.7 - $22.73 $103,704 - $108,626	4,779 Added 376.3%	6,049 $131,000
Q2 2024 Jul 17, 2024	BUY	$20.8 - $22.17 $5,075 - $5,409	244 Added 23.78%	1,270 $27,000
Q4 2023 Jan 10, 2024	BUY	$18.59 - $20.74 $19,073 - $21,279	1,026 New	1,026 $21,000

Others Institutions Holding YSEP

# of Institutions

Shares Held

3.27M

Call Options Held

Put Options Held

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About FIRST TR ETF FD VIII CBOE VEST

Ticker YSEP
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Soa Wealth Advisors, Llc. First Tr ETF Fd Viii Cboe Vest Transaction History