Soa Wealth Advisors, Llc. Ishares U S ETF Tr Transaction History
Soa Wealth Advisors, Llc.
- $960 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding IETC
# of Institutions
137Shares Held
4.13MCall Options Held
20.3KPut Options Held
0-
Vestor Capital, LLC Chicago, IL724KShares$73.3 Million5.49% of portfolio
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Gradient Investments LLC674KShares$68.2 Million1.37% of portfolio
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Kozak & Associates, Inc. Highlands Ranch, CO641KShares$64.9 Million12.98% of portfolio
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Lpl Financial LLC Fort Mill, SC253KShares$25.6 Million0.01% of portfolio
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Beacon Harbor Wealth Advisors, Inc.128KShares$13 Million3.2% of portfolio