Southern Wealth Management, LLP Vanguard Mega Cap ETF Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
Shares
6 transactions
Others Institutions Holding MGC
# of Institutions
420Shares Held
14.5MCall Options Held
21.1KPut Options Held
100-
Bank Of America Corp Charlotte, NC1.5MShares$300 Million0.03% of portfolio
-
Morgan Stanley New York, NY660KShares$132 Million0.01% of portfolio
-
New York Life Investment Management LLC New York, NY548KShares$110 Million1.07% of portfolio
-
Wooster Corthell Wealth Management, Inc.499KShares$100 Million21.36% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA449KShares$90 Million0.06% of portfolio