One Ascent Wealth Management LLC Harbor ETF Tr All Weather Infl Transaction History
One Ascent Wealth Management LLC
- $243 Million
- Q4 2024
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 25,012 shares of HGER stock, worth $598,287. This represents 0.23% of its overall portfolio holdings.
Number of Shares
25,012Holding current value
$598,287% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding HGER
# of Institutions
72Shares Held
11.5MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.47MShares$35.1 Million2.24% of portfolio
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Horizon Advisory Services, Inc. West Henrietta, NY1.16MShares$27.8 Million14.71% of portfolio
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Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$25.2 Million6.86% of portfolio
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New Harbor Financial Group, LLC Leominster, MA1.05MShares$25.2 Million6.9% of portfolio
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Synovus Financial Corp Columbus, GA973KShares$23.3 Million0.28% of portfolio