Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SOA WEALTH ADVISORS LLC | 04-10-2024 | 03-31-2024 | 910 | 482,940,562 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | 1 | $62,729,292 | 321,524 | 0.01 | 0.01 | 2,603 | 0.82 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $43,598,868 | 254,250 | 0.01 | 0.01 | -2,241 | -0.87 | 03-31-2024 |
| VANGUARD S&P 500 ETF | ETF | 3 | $25,079,799 | 52,173 | 0.01 | 0.01 | 521 | 1.01 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 4 | $17,697,052 | 42,064 | 0.00 | 0.00 | 270 | 0.65 | 03-31-2024 |
