Harvest Group Wealth Management, LLC Ishares Tr Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 76,901 shares of MBB stock, worth $7.16 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
76,901
Previous 97,443
21.08%
Holding current value
$7.16 Million
Previous $9.04 Million
19.4%
% of portfolio
4.74%
Previous 6.22%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
1,001Shares Held
362MCall Options Held
180KPut Options Held
30.3K-
Bank Of America Corp Charlotte, NC76MShares$7.08 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY51.7MShares$4.82 Billion0.39% of portfolio
-
Envestnet Asset Management Inc28.8MShares$2.68 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC21.9MShares$2.04 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.7MShares$1.83 Billion0.73% of portfolio