Alpha Omega Wealth Management LLC Goldman Sachs Tr Eql Weight Us Transaction History
Alpha Omega Wealth Management LLC
- $533 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding GSEW
# of Institutions
163Shares Held
11.7MCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC1.26MShares$108 Million1.11% of portfolio
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Endurance Services LTD Purchase, NY1.14MShares$97.8 Million16.16% of portfolio
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Morgan Stanley New York, NY736KShares$63.2 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC593KShares$50.9 Million0.0% of portfolio
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Aptus Capital Advisors, LLC541KShares$46.4 Million0.39% of portfolio