Twelve Points Wealth Management LLC Harbor ETF Tr All Weather Infl Transaction History
Twelve Points Wealth Management LLC
- $364 Million
- Q2 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 76,682 shares of HGER stock, worth $1.87 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
76,682
Previous 72,811
5.32%
Holding current value
$1.87 Million
Previous $1.75 Million
6.34%
% of portfolio
0.51%
Previous 0.49%
Shares
4 transactions
Others Institutions Holding HGER
# of Institutions
88Shares Held
13.5MCall Options Held
10.3KPut Options Held
0-
Great Lakes Advisors, LLC Chicago, IL1.23MShares$30.1 Million0.29% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.13MShares$27.7 Million14.78% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.06MShares$26 Million6.87% of portfolio
-
Synovus Financial Corp Columbus, GA975KShares$23.8 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL960KShares$23.5 Million0.01% of portfolio