Southern Wealth Management, LLP Ishares Msci Eafe Min Vol Fact Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Southern Wealth Management, LLP holds 40,925 shares of EFAV stock, worth $3.28 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
40,925
Previous 40,823
0.25%
Holding current value
$3.28 Million
Previous $2.6 Million
6.67%
% of portfolio
1.07%
Previous 1.04%
Shares
13 transactions
Others Institutions Holding EFAV
# of Institutions
524Shares Held
53.6MCall Options Held
7.2KPut Options Held
100-
Bank Of America Corp Charlotte, NC23MShares$1.84 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY4.57MShares$366 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.12MShares$170 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.71MShares$137 Million0.04% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.67MShares$134 Million5.32% of portfolio