Inspirion Wealth Advisors, LLC Harbor ETF Tr All Weather Infl Transaction History
Inspirion Wealth Advisors, LLC
- $713 Million
- Q1 2025
A detailed history of Inspirion Wealth Advisors, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 547,798 shares of HGER stock, worth $13 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
547,798
Previous 501,314
9.27%
Holding current value
$13 Million
Previous $11.1 Million
17.22%
% of portfolio
1.82%
Previous 1.56%
Shares
8 transactions
Others Institutions Holding HGER
# of Institutions
72Shares Held
11.6MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.47MShares$34.8 Million2.24% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.16MShares$27.6 Million14.71% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$25 Million6.9% of portfolio
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Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$25 Million6.86% of portfolio
-
Synovus Financial Corp Columbus, GA973KShares$23.1 Million0.28% of portfolio