Harvest Group Wealth Management, LLC Ishares Morningstar Value ETF Call Options Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ILCV
# of Institutions
136Shares Held
8.05MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY941KShares$78.1 Million0.78% of portfolio
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Bank Of America Corp Charlotte, NC791KShares$65.7 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA694KShares$57.6 Million3.0% of portfolio
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Matrix Trust CO693KShares$57.5 Million10.65% of portfolio
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Ubs Group Ag500KShares$41.5 Million0.01% of portfolio