Soa Wealth Advisors, Llc. First Tr ETF Fd Viii Cboe Vest Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
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 6,049 shares of YSEP stock, worth $137,251. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,049
Previous 6,049
-0.0%
Holding current value
$137,251
Previous $131,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding YSEP
# of Institutions
47Shares Held
2.07MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC242KShares$5.49 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL237KShares$5.39 Million0.0% of portfolio
-
Lm Advisors LLC San Diego, CA192KShares$4.36 Million0.73% of portfolio
-
Rockefeller Capital Management L.P. New York, NY182KShares$4.13 Million0.01% of portfolio
-
Clear Creek Financial Management, LLC133KShares$3.01 Million0.33% of portfolio