Harvest Group Wealth Management, LLC Wisdomtree Tr Emerging Mkts Ex Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
A detailed history of Harvest Group Wealth Management, LLC transactions in Wisdomtree Tr Emerging Mkts Ex stock. As of the latest transaction made, Harvest Group Wealth Management, LLC holds 51,651 shares of XSOE stock, worth $1.62 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
51,651
Previous 33,835
52.66%
Holding current value
$1.62 Million
Previous $902,000
59.31%
% of portfolio
0.94%
Previous 0.62%
Shares
5 transactions
Others Institutions Holding XSOE
# of Institutions
253Shares Held
35.1MCall Options Held
1.8KPut Options Held
0-
Morgan Stanley New York, NY3.53MShares$111 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.98MShares$62.3 Million0.01% of portfolio
-
Clal Insurance Enterprises Holdings LTD Tel Aviv, L31.81MShares$56.9 Million0.5% of portfolio
-
Valmark Advisers, Inc.1.64MShares$51.7 Million0.79% of portfolio
-
Ubs Group Ag1.54MShares$48.3 Million0.01% of portfolio