One Ascent Wealth Management LLC Harbor ETF Tr All Weather Infl Transaction History

One Ascent Wealth Management LLC

  • $231 Million
  • Q1 2025

A detailed history of One Ascent Wealth Management LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 20,888 shares of HGER stock, worth $501,312. This represents 0.22% of its overall portfolio holdings.

Number of Shares
20,888
Previous 25,012 16.49%
Holding current value
$501,312
Previous $554,000 9.39%
% of portfolio
0.22%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$22.23 - $24.05 $91,676 - $99,182
-4,124 Reduced 16.49%
20,888 $502,000
Q4 2024

Feb 12, 2025
BUY
$21.78 - $23.27 $544,761 - $582,029
25,012 New
25,012 $554,000

Others Institutions Holding HGER

# of Institutions
83
Shares Held
12.9M
Call Options Held
0
Put Options Held
0
View Full List

About HARBOR ETF TR ALL WEATHER INFL

HGER Quotes by TradingView
  • Ticker HGER
More about HGER
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