Southern Wealth Management, LLP Ishares Tr Msci Eafe Small Cap Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Southern Wealth Management, LLP holds 77,404 shares of SCZ stock, worth $4.78 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
77,404
Previous 76,903
0.65%
Holding current value
$4.78 Million
Previous $4.34 Million
6.06%
% of portfolio
1.79%
Previous 1.75%
Shares
14 transactions
Others Institutions Holding SCZ
# of Institutions
719Shares Held
110MCall Options Held
12.6KPut Options Held
22.8K-
Jones Financial Companies Lllp15.5MShares$955 Million1.34% of portfolio
-
Natixis Advisors, L.P. Boston, MA7.21MShares$445 Million1.05% of portfolio
-
State Of New Jersey Common Pension Fund D5.27MShares$325 Million1.02% of portfolio
-
Creative Planning Overland Park, KS5.07MShares$313 Million0.36% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.99MShares$308 Million0.97% of portfolio