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
225Shares Held
17MCall Options Held
9.6KPut Options Held
0-
Invesco Ltd. Atlanta, GA5.83MShares$560 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC1.65MShares$158 Million0.01% of portfolio
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Morgan Stanley New York, NY1.58MShares$152 Million0.01% of portfolio
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Regentatlantic Capital LLC Morristown, NJ1.46MShares$140 Million3.04% of portfolio
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Principal Financial Group Inc Des Moines, IA1.14MShares$109 Million0.06% of portfolio