News + Filings Holdings
|
|
SOA Wealth Advisors, LLC.
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
Greystone Housing Impact Investors LP
| ATAX | COM | 0 | -17,458 | 0 | -287,708,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
FIRST TR EXCHNG TRADED FD VI
| FNOV | ETF | 0 | -1,762 | 0 | -70,947,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
iSHARES TRUST
| IUSV | ETF | 0 | -770 | 0 | -60,245,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
iSHARES TRUST
| IUSG | Common | 0 | -608 | 0 | -59,380,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
WEBSTER FINANCIAL CORP
| WBS | Common | 0 | -797 | 0 | -30,068,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
ABB LTD
| ABB | SP ADR | 0 | -667 | 0 | -26,180,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
SPDR SERIES TRUST
| RWR | Common | 0 | -144 | 0 | -13,023,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
SPDR SERIES TRUST
| ONEK | Common | 0 | -241 | 0 | -12,559,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Magellan Midstream Partners, L.P.
| MMP | Common | 0 | -200 | 0 | -12,464,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
PITNEY BOWES INC /DE/
| PBI | Common | 0 | -3,231 | 0 | -11,438,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
SOUTHWEST AIRLINES CO
| LUV | Common | 0 | -200 | 0 | -7,242,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Okta, Inc.
| OKTA | CL A | 0 | -93 | 0 | -6,450,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
MOODYS CORP /DE/
| MCO | Common | 0 | -16 | 0 | -5,564,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
InvenTrust Properties Corp.
| IVT | COM | 0 | -240 | 0 | -5,554,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Avery Dennison Corp
| AVY | Common | 0 | -32 | 0 | -5,498,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Focus Financial Partners Inc.
| FOCS | Common | 0 | -100 | 0 | -5,251,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
Zeta Global Holdings Corp.
| ZETA | CL A | 0 | -600 | 0 | -5,124,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
iShares, Inc.
| EEMA | Common | 0 | -75 | 0 | -4,928,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
FISERV INC
| FISV | Common | 0 | -36 | 0 | -4,541,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
PPL Corp
| PPL | Common | 0 | -125 | 0 | -3,930,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
ROSS STORES, INC.
| ROST | Common | 0 | -28 | 0 | -3,140,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
UPDIKE LAWRENCE A
| PDI | COM | 0 | -163 | 0 | -3,056,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
VANGUARD WORLD FUND
| VDE | Common | 0 | -22 | 0 | -2,484,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
SPDR SERIES TRUST
| JNK | Common | 0 | -18 | 0 | -1,657,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
iShares MSCI China ETF
| MCHI | ETF | 0 | -33 | 0 | -1,476,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
MARATHON DIGITAL HOLDINGS, INC.
| MARA | COM | 0 | -100 | 0 | -1,386,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
BED BATH & BEYOND INC
| BBBY | Common | 0 | -10 | 0 | -3,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
FIRST REPUBLIC BANK
| FRC | COM | 0 | -1 | 0 | -1,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
|
|
|
|