Iht Wealth Management, LLC Harbor ETF Tr All Weather Infl Transaction History
Iht Wealth Management, LLC
- $3.06 Billion
- Q1 2025
A detailed history of Iht Wealth Management, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Iht Wealth Management, LLC holds 12,957 shares of HGER stock, worth $316,798. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,957
Previous 43,284
70.07%
Holding current value
$316,798
Previous $958,000
67.54%
% of portfolio
0.01%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding HGER
# of Institutions
91Shares Held
13.8MCall Options Held
10.3KPut Options Held
0-
Great Lakes Advisors, LLC Chicago, IL1.16MShares$28.4 Million0.26% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.13MShares$27.7 Million14.78% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.06MShares$26 Million6.87% of portfolio
-
Synovus Financial Corp Columbus, GA975KShares$23.8 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL960KShares$23.5 Million0.01% of portfolio