Ellsworth Advisors, LLC Harbor ETF Tr All Weather Infl Transaction History
Ellsworth Advisors, LLC
- $352 Million
- Q2 2024
A detailed history of Ellsworth Advisors, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Ellsworth Advisors, LLC holds 255,502 shares of HGER stock, worth $5.91 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
255,502
Previous 251,022
1.78%
Holding current value
$5.91 Million
Previous $5.56 Million
3.44%
% of portfolio
1.63%
Previous 1.59%
Shares
2 transactions
Others Institutions Holding HGER
# of Institutions
52Shares Held
7.3MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.06MShares$24.5 Million2.31% of portfolio
-
Synovus Financial Corp Columbus, GA989KShares$22.9 Million0.3% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA919KShares$21.3 Million6.25% of portfolio
-
Commonwealth Equity Services, LLC484KShares$11.2 Million0.02% of portfolio
-
Janney Montgomery Scott LLC483KShares$11.2 Million0.03% of portfolio