Portside Wealth Group, LLC Harbor ETF Tr All Weather Infl Transaction History
Portside Wealth Group, LLC
- $578 Billion
- Q4 2024
A detailed history of Portside Wealth Group, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Portside Wealth Group, LLC holds 28,037 shares of HGER stock, worth $649,617. This represents 0.11% of its overall portfolio holdings.
Number of Shares
28,037
Previous 28,411
1.32%
Holding current value
$649,617
Previous $642 Million
1.32%
% of portfolio
0.11%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding HGER
# of Institutions
63Shares Held
9.49MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.47MShares$34 Million2.24% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.4 Million6.86% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.4 Million6.9% of portfolio
-
Synovus Financial Corp Columbus, GA987KShares$22.9 Million0.26% of portfolio
-
Inspirion Wealth Advisors, LLC501KShares$11.6 Million1.56% of portfolio