Harvest Group Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,707Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.82 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.31 Billion0.13% of portfolio
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Morgan Stanley New York, NY9.54MShares$1.14 Billion0.09% of portfolio
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Lpl Financial LLC Fort Mill, SC5MShares$599 Million0.33% of portfolio
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Envestnet Asset Management Inc4.94MShares$593 Million0.23% of portfolio