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 $7.02 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
76,901
Previous 97,443
21.08%
Holding current value
$7.02 Million
Previous $9.04 Million
19.4%
% of portfolio
4.74%
Previous 6.22%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.77 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.16 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.5 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.75 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.67 Billion0.72% of portfolio