Palumbo Wealth Management LLC Harbor ETF Tr All Weather Infl Transaction History
Palumbo Wealth Management LLC
- $289 Million
- Q1 2025
A detailed history of Palumbo Wealth Management LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 10,531 shares of HGER stock, worth $254,534. This represents 0.09% of its overall portfolio holdings.
Number of Shares
10,531
Previous 11,495
8.39%
Holding current value
$254,534
Previous $254,000
0.39%
% of portfolio
0.09%
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
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$25.5 Million6.86% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$25.5 Million6.9% of portfolio
-
Synovus Financial Corp Columbus, GA973KShares$23.5 Million0.28% of portfolio