Wallace Advisory Group, LLC Harbor ETF Tr All Weather Infl Transaction History
Wallace Advisory Group, LLC
- $137 Billion
- Q3 2024
A detailed history of Wallace Advisory Group, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 16,520 shares of HGER stock, worth $377,482. This represents 0.27% of its overall portfolio holdings.
Number of Shares
16,520
Previous 16,750
1.37%
Holding current value
$377,482
Previous $377 Million
1.37%
% of portfolio
0.27%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding HGER
# of Institutions
53Shares Held
6.91MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.06MShares$24.2 Million2.31% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.02MShares$23.3 Million5.94% of portfolio
-
Synovus Financial Corp Columbus, GA989KShares$22.6 Million0.3% of portfolio
-
Janney Montgomery Scott LLC483KShares$11 Million0.03% of portfolio
-
Inspirion Wealth Advisors, LLC444KShares$10.1 Million1.41% of portfolio