SOA Wealth Advisors, LLC. YSEP Holdings History
SOA Wealth Advisors, LLC.'s FT Vest International Equity Moderate Buffer ETF -September Holding Summary
As of 2025-03-31, SOA Wealth Advisors, LLC. held 192,938.00 shares of FT Vest International Equity Moderate Buffer ETF -September(YSEP), totaling $4.39 Mil. This investment constitutes 0.92% of their stock portfolio, and SOA Wealth Advisors, LLC. now holds 4.19% of the outstanding FT Vest International Equity Moderate Buffer ETF -September(YSEP) stock.
The initial trade took place in 2024Q3. And since then SOA Wealth Advisors, LLC. has made 4 purchases of YSEP, at an average price of $22.52, for a total of 192,938.00 shares. Based on historical transaction data and YSEP's current price of $24.31, SOA Wealth Advisors, LLC.'s estimated gain on his YSEP holdings is $345,242.42, reflecting a 7.95% gain to date.
SOA Wealth Advisors, LLC. YSEP ($24.31) Holding Chart
SOA Wealth Advisors, LLC. YSEP ($24.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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