Sheets Smith Wealth Management Harbor ETF Tr All Weather Infl Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Sheets Smith Wealth Management holds 10,330 shares of HGER stock, worth $270,852. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,330
Previous 10,330
-0.0%
Holding current value
$270,852
Previous $250,000
6.4%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding HGER
# of Institutions
96Shares Held
15.9MCall Options Held
10.3KPut Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.17MShares$30.6 Million0.01% of portfolio
-
Great Lakes Advisors, LLC Chicago, IL1.16MShares$30.4 Million0.26% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.13MShares$29.7 Million14.97% of portfolio
-
Synovus Financial Corp Columbus, GA1.13MShares$29.7 Million0.34% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.08MShares$28.3 Million6.08% of portfolio