Southern Wealth Management, LLP Invesco ETF Tr Ii Pfd ETF Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding PGX
# of Institutions
514Shares Held
178MCall Options Held
36KPut Options Held
100-
Bank Of America Corp Charlotte, NC55.2MShares$630 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA14.7MShares$168 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$146 Million0.07% of portfolio
-
Morgan Stanley New York, NY8.35MShares$95.4 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.68MShares$64.8 Million0.02% of portfolio