Planwiser Financial, LLC Harbor ETF Tr All Weather Infl Transaction History
Planwiser Financial, LLC
- $110 Billion
- Q1 2025
A detailed history of Planwiser Financial, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Planwiser Financial, LLC holds 102,204 shares of HGER stock, worth $2.39 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
102,204Holding current value
$2.39 Million% of portfolio
2.18%Shares
1 transactions
Others Institutions Holding HGER
# of Institutions
82Shares Held
12.2MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.39MShares$32.5 Million2.66% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.15MShares$26.9 Million15.65% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.7 Million6.9% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.7 Million6.86% of portfolio
-
Synovus Financial Corp Columbus, GA973KShares$22.8 Million0.28% of portfolio