Soa Wealth Advisors, Llc. Ishares Barclays Transaction History
Soa Wealth Advisors, Llc.
- $517 Million
- Q3 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 758 shares of IEF stock, worth $69,925. This represents 0.01% of its overall portfolio holdings.
Number of Shares
758
Previous 758
-0.0%
Holding current value
$69,925
Previous $74,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.84 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.56 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.3 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.21 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio