Portside Wealth Group, LLC Harbor ETF Tr All Weather Infl Transaction History

Portside Wealth Group, LLC

$524 Billion
Q2 2024

A detailed history of Portside Wealth Group, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Portside Wealth Group, LLC holds 28,022 shares of HGER stock, worth $607,797. This represents 0.12% of its overall portfolio holdings.

Number of Shares

28,022

Holding current value

$607,797

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$22.23 - $23.27 $622,929 - $652,071	28,022 New	28,022 $630 Million

Others Institutions Holding HGER

# of Institutions

Shares Held

7.25M

Call Options Held

Put Options Held

3 Edge Asset Management, LP

1.06M
Shares

$23 Million
2.31% of portfolio
Synovus Financial Corp Columbus, GA

989K
Shares

$21.5 Million
0.3% of portfolio
New Harbor Financial Group, LLC Leominster, MA

919K
Shares

$19.9 Million
6.25% of portfolio
Commonwealth Equity Services, LLC

484K
Shares

$10.5 Million
0.02% of portfolio
Janney Montgomery Scott LLC

483K
Shares

$10.5 Million
0.03% of portfolio

View Full List

About HARBOR ETF TR ALL WEATHER INFL

Ticker HGER

More about HGER

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Account

Portside Wealth Group, LLC Harbor ETF Tr All Weather Infl Transaction History