Southern Wealth Management, LLP Ishares S&P Small Cap 600 Grow Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Southern Wealth Management, LLP holds 1,837 shares of IJT stock, worth $271,986. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,837Holding current value
$271,986% of portfolio
0.08%Shares
2 transactions
Others Institutions Holding IJT
# of Institutions
757Shares Held
30.7MCall Options Held
9.6KPut Options Held
5.7K-
Dynasty Wealth Management, LLC St. Petersburg, FL4.35MShares$645 Million4.66% of portfolio
-
Morgan Stanley New York, NY3.2MShares$473 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.87MShares$276 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.16MShares$171 Million0.04% of portfolio
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Ubs Group Ag1.14MShares$168 Million0.04% of portfolio