Halbert Hargrove Global Advisors, LLC Franklin Templeton ETF Tr Geno Transaction History

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025

A detailed history of Halbert Hargrove Global Advisors, LLC transactions in Franklin Templeton ETF Tr Geno stock. As of the latest transaction made, Halbert Hargrove Global Advisors, LLC holds 402 shares of HELX stock, worth $12,658. This represents 0.0% of its overall portfolio holdings.

Number of Shares
402
Previous 1,801 77.68%
Holding current value
$12,658
Previous $56,000 78.57%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
N/A
-1,399 Reduced 77.68%
402 $12,000
Q1 2025

Apr 17, 2025
BUY
N/A
753 Added 41.81%
2,554 $80,000
Q4 2024

Jul 17, 2025
SELL
N/A
-753 Reduced 29.48%
1,801 $56,000
Q4 2024

Feb 05, 2025
BUY
N/A
1,801 New
1,801 $56,000

Others Institutions Holding HELX

# of Institutions
10
Shares Held
92.6K
Call Options Held
0
Put Options Held
0
View Full List

About FRANKLIN TEMPLETON ETF TR GENO

HELX Quotes by TradingView
  • Ticker HELX
  • Sector ETFs
  • Industry ETFs
More about HELX
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email