Balboa Wealth Partners Harbor ETF Tr All Weather Infl Transaction History

Balboa Wealth Partners

$389 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$20.94 - $23.4 $251,280 - $280,800	12,000 New	12,000 $251,000

Others Institutions Holding HGER

# of Institutions

56

Shares Held

7.75M

Call Options Held

0

Put Options Held

0

3 Edge Asset Management, LP

1.13M
Shares

$25.3 Million
2.18% of portfolio
New Harbor Financial Group, LLC Leominster, MA

1.02M
Shares

$22.8 Million
5.94% of portfolio
Synovus Financial Corp Columbus, GA

987K
Shares

$22.1 Million
0.26% of portfolio
Janney Montgomery Scott LLC

452K
Shares

$10.1 Million
0.03% of portfolio
Inspirion Wealth Advisors, LLC

444K
Shares

$9.93 Million
1.41% of portfolio

About HARBOR ETF TR ALL WEATHER INFL

Ticker HGER

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