Southern Wealth Management, LLP Ishares Msci Eafe Min Vol Fact Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Southern Wealth Management, LLP holds 40,925 shares of EFAV stock, worth $2.88 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
40,925
Previous 40,823
0.25%
Holding current value
$2.88 Million
Previous $2.6 Million
6.67%
% of portfolio
1.07%
Previous 1.04%
Shares
13 transactions
Others Institutions Holding EFAV
# of Institutions
501Shares Held
68.1MCall Options Held
12.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC29.8MShares$2.1 Billion0.2% of portfolio
-
Black Rock Inc. New York, NY4.56MShares$321 Million0.01% of portfolio
-
Jane Street Group, LLC New York, NY2.76MShares$194 Million0.27% of portfolio
-
Envestnet Asset Management Inc2.35MShares$165 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.32MShares$163 Million0.01% of portfolio