Soa Wealth Advisors, Llc. Ishares U.S. Consumer Staples Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 571 shares of IYK stock, worth $40,398. This represents 0.01% of its overall portfolio holdings.
Number of Shares
571
Previous 571
-0.0%
Holding current value
$40,398
Previous $37,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding IYK
# of Institutions
260Shares Held
9.8MCall Options Held
0Put Options Held
0-
Pgim Custom Harvest LLC Newark, NJ1.47MShares$104 Million1.9% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN738KShares$52.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC716KShares$50.7 Million0.02% of portfolio
-
Morgan Stanley New York, NY686KShares$48.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC574KShares$40.6 Million0.0% of portfolio