Sonoma Private Wealth LLC Tidal ETF Tr Adasina Social Ju Transaction History

Sonoma Private Wealth LLC

$83.7 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$13.41 - $15.7 $369,230 - $432,283	27,534 New	27,534 $410 Million

Others Institutions Holding JSTC

# of Institutions

52

Shares Held

6.4M

Call Options Held

0

Put Options Held

0

Abacus Wealth Partners, LLC Santa Monica, CA

2.57M
Shares

$51.5 Million
7.52% of portfolio
Natural Investments, LLC

542K
Shares

$10.9 Million
2.74% of portfolio
Morgan Stanley New York, NY

474K
Shares

$9.5 Million
0.0% of portfolio
Pathstone Family Office, LLC Englewood, NJ

335K
Shares

$6.7 Million
0.03% of portfolio
Cerity Partners LLC New York, NY

321K
Shares

$6.43 Million
0.01% of portfolio

About TIDAL ETF TR ADASINA SOCIAL JU

Ticker JSTC
Sector ETFs
Industry ETFs

More about JSTC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.