SOA Wealth Advisors, LLC.'s ownership history for JEPI

SOA Wealth Advisors, LLC. currently holds 50.4K shares with a market value of $50.4K. It started holding JEPI on 2025-03-31. At its peak, it held 70.5K shares on 2025-03-31. Its highest holding value was $70.5K on 2025-03-31. At its lowest, it held 50.4K shares on 2025-06-30, with a value of $50.4K on 2025-06-30. In the recent 180 days, SOA Wealth Advisors, LLC. has increased its shares by 0. In the recent year, SOA Wealth Advisors, LLC. has decreased its shares by 20.2K.