Trajan Wealth LLC Harbor ETF Tr All Weather Infl Transaction History
Trajan Wealth LLC
- $1.81 Trillion
- Q4 2024
A detailed history of Trajan Wealth LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Trajan Wealth LLC holds 22,325 shares of HGER stock, worth $512,358. This represents 0.03% of its overall portfolio holdings.
Number of Shares
22,325
Previous 25,018
10.76%
Holding current value
$512,358
Previous $566 Million
12.62%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding HGER
# of Institutions
72Shares Held
11.5MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.47MShares$33.7 Million2.24% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.16MShares$26.7 Million14.71% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.2 Million6.9% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.2 Million6.86% of portfolio
-
Synovus Financial Corp Columbus, GA973KShares$22.3 Million0.28% of portfolio