Southern Wealth Management, LLP Ishares Tr Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares Tr stock. As of the latest transaction made, Southern Wealth Management, LLP holds 400,314 shares of IEFA stock, worth $33.9 Million. This represents 10.39% of its overall portfolio holdings.
Number of Shares
400,314
Previous 394,261
1.54%
Holding current value
$33.9 Million
Previous $24.3 Million
10.11%
% of portfolio
10.39%
Previous 9.77%
Shares
14 transactions
Others Institutions Holding IEFA
# of Institutions
2,331Shares Held
1.54BCall Options Held
106KPut Options Held
10.5K-
Bank Of America Corp Charlotte, NC215MShares$18.1 Billion1.34% of portfolio
-
Morgan Stanley New York, NY96.6MShares$8.17 Billion0.54% of portfolio
-
Jones Financial Companies Lllp89.2MShares$7.55 Billion6.07% of portfolio
-
Wells Fargo & Company San Francisco, CA71.6MShares$6.06 Billion1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.99 Billion14.41% of portfolio