Soa Wealth Advisors, Llc. First Trust Nasdaq Technology Transaction History
Soa Wealth Advisors, Llc.
- $944 Million
- Q4 2025
A detailed history of Soa Wealth Advisors, Llc. transactions in First Trust Nasdaq Technology stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 116,742 shares of TDIV stock, worth $11.2 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
116,742
Previous 87,906
32.8%
Holding current value
$11.2 Million
Previous $8.67 Million
29.39%
% of portfolio
1.19%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding TDIV
# of Institutions
410Shares Held
25MCall Options Held
2.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.79MShares$268 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.89MShares$181 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$143 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.36MShares$131 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.36MShares$130 Million0.04% of portfolio