Twelve Points Wealth Management LLC Harbor ETF Tr All Weather Infl Transaction History
Twelve Points Wealth Management LLC
- $391 Million
- Q3 2025
A detailed history of Twelve Points Wealth Management LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 102,049 shares of HGER stock, worth $2.73 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
102,049
Previous 76,682
33.08%
Holding current value
$2.73 Million
Previous $1.86 Million
41.35%
% of portfolio
0.67%
Previous 0.51%
Shares
5 transactions
Others Institutions Holding HGER
# of Institutions
123Shares Held
26.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.78MShares$74.4 Million0.01% of portfolio
-
Great Lakes Advisors, LLC Chicago, IL2.5MShares$66.8 Million0.6% of portfolio
-
3 Edge Asset Management, LP2.03MShares$54.3 Million3.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.5MShares$40.1 Million0.01% of portfolio
-
Synovus Financial Corp Columbus, GA1.2MShares$32.1 Million0.36% of portfolio