Harvest Group Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Harvest Group Wealth Management, LLC

$154 Million
Q1 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 27, 2020	SELL	N/A	-45 Closed	0 $0
Q3 2019 Nov 01, 2019	BUY	N/A	20 Added 80.0%	45 $2,000
Q2 2019 Jul 31, 2019	BUY	N/A	25 New	25 $1,000

Others Institutions Holding CDL

# of Institutions

54

Shares Held

2.35M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

423K
Shares

$25.8 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

396K
Shares

$24.1 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

301K
Shares

$18.4 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

164K
Shares

$10 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

102K
Shares

$6.22 Million
0.0% of portfolio

About VICTORY PORTF II SHS US LRG CA

Ticker CDL
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