Harvest Group Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History
Harvest Group Wealth Management, LLC
- $154 Million
- Q1 2023
Shares
3 transactions
Others Institutions Holding CDL
# of Institutions
62Shares Held
2.58MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY493KShares$31.7 Million0.0% of portfolio
-
Atlantic Family Wealth, LLC Coral Gables, FL348KShares$22.4 Million26.92% of portfolio
-
Bank Of America Corp Charlotte, NC287KShares$18.4 Million0.0% of portfolio
-
Northwestern Mutual Wealth Management CO193KShares$12.4 Million0.01% of portfolio
-
High Tower Advisors, LLC Chicago, IL152KShares$9.74 Million0.01% of portfolio