HGWM
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Harvest Group Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Harvest Group Wealth Management’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$725K Buy
8,744
+880
+11% +$71.8K 0.45% 29
2022
Q4 		$620K Sell
7,864
-18
-0.2% -$1.42K 0.41% 36
2022
Q3 		$606K Sell
7,882
-126
-2% -$10.1K 0.4% 39
2022
Q2 		$653K Buy
8,008
+105
+1% +$8.71K 0.4% 37
2022
Q1 		$729K Buy
+7,903
New +$730K 0.41% 34

Other funds holding SHE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return