Southern Wealth Management, LLP Invesco Exchange Traded Fd Tr Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding RPV
# of Institutions
229Shares Held
10.7MCall Options Held
5.8KPut Options Held
0-
Regentatlantic Capital LLC Morristown, NJ1.46MShares$142 Million3.04% of portfolio
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Morgan Stanley New York, NY1.4MShares$136 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.32MShares$128 Million0.01% of portfolio
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Principal Financial Group Inc Des Moines, IA1.15MShares$111 Million0.06% of portfolio
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Pfs Investments Inc. Duluth, GA748KShares$72.7 Million0.95% of portfolio