Worth Financial Advisory Group, LLC Harbor ETF Tr All Weather Infl Transaction History
Worth Financial Advisory Group, LLC
- $178 Billion
- Q3 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 37,038 shares of HGER stock, worth $971,136. This represents 0.54% of its overall portfolio holdings.
Number of Shares
37,038
Previous 33,790
9.61%
Holding current value
$971,136
Previous $821 Million
16.43%
% of portfolio
0.54%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding HGER
# of Institutions
96Shares Held
15.9MCall Options Held
10.3KPut Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.17MShares$30.6 Million0.01% of portfolio
-
Great Lakes Advisors, LLC Chicago, IL1.16MShares$30.4 Million0.26% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.13MShares$29.7 Million14.97% of portfolio
-
Synovus Financial Corp Columbus, GA1.13MShares$29.7 Million0.34% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.08MShares$28.3 Million6.08% of portfolio