Northcape Wealth Management, LLC Harbor ETF Tr All Weather Infl Transaction History
Northcape Wealth Management, LLC
- $307 Million
- Q1 2025
A detailed history of Northcape Wealth Management, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Northcape Wealth Management, LLC holds 43,265 shares of HGER stock, worth $1.05 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
43,265
Previous 14,348
201.54%
Holding current value
$1.05 Million
Previous $317,000
228.08%
% of portfolio
0.34%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding HGER
# of Institutions
75Shares Held
11.6MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.47MShares$35.5 Million2.24% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.16MShares$28.1 Million14.71% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$25.5 Million6.9% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$25.5 Million6.86% of portfolio
-
Synovus Financial Corp Columbus, GA973KShares$23.5 Million0.28% of portfolio