Harvest Group Wealth Management, LLC Schwab Fundamental Intl Large Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
659Shares Held
300MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$5.55 Billion1.03% of portfolio
-
Wealth Enhancement Advisory Services, LLC16.2MShares$601 Million1.2% of portfolio
-
Regions Financial Corp11.4MShares$423 Million3.1% of portfolio
-
Morgan Stanley New York, NY6.25MShares$233 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA6.12MShares$228 Million0.05% of portfolio