One Ascent Family Office, LLC Harbor ETF Tr All Weather Infl Transaction History
One Ascent Family Office, LLC
- $107 Million
- Q1 2025
A detailed history of One Ascent Family Office, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, One Ascent Family Office, LLC holds 10,076 shares of HGER stock, worth $235,879. This represents 0.23% of its overall portfolio holdings.
Number of Shares
10,076
Previous 12,358
18.47%
Holding current value
$235,879
Previous $274,000
11.68%
% of portfolio
0.23%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding HGER
# of Institutions
82Shares Held
12.8MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.39MShares$32.5 Million2.66% of portfolio
-
Great Lakes Advisors, LLC Chicago, IL1.23MShares$28.8 Million0.29% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.15MShares$26.9 Million15.65% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.06MShares$24.9 Million6.87% of portfolio
-
Synovus Financial Corp Columbus, GA975KShares$22.8 Million0.31% of portfolio