Harvest Group Wealth Management, LLC Ishares Tr Mtg Real Estate ETF Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding REM
# of Institutions
131Shares Held
7.71MCall Options Held
131KPut Options Held
352K-
Morgan Stanley New York, NY1.2MShares$28.4 Million0.0% of portfolio
-
Wny Asset Management, LLC Williamsville, NY847KShares$20 Million2.59% of portfolio
-
Wells Fargo & Company San Francisco, CA772KShares$18.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC586KShares$13.9 Million0.0% of portfolio
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Envestnet Asset Management Inc434KShares$10.3 Million0.0% of portfolio