Soa Wealth Advisors, Llc. Spdr Ssga Us Small Cap Low Vol Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 800 shares of SMLV stock, worth $105,920. This represents 0.02% of its overall portfolio holdings.
Number of Shares
800
Previous 1,334
40.03%
Holding current value
$105,920
Previous $165,000
38.18%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding SMLV
# of Institutions
86Shares Held
846KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA109KShares$14.5 Million0.19% of portfolio
-
Mc Naughton Wealth Management, LLC88KShares$11.7 Million5.41% of portfolio
-
Dorval Corp Maple Grove, MN70.8KShares$9.37 Million3.59% of portfolio
-
Ieq Capital, LLC56KShares$7.42 Million0.07% of portfolio
-
Cambridge Investment Research Advisors, Inc.46.8KShares$6.2 Million0.02% of portfolio