Twelve Points Wealth Management LLC Harbor ETF Tr All Weather Infl Transaction History
Twelve Points Wealth Management LLC
- $357 Million
- Q1 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 72,811 shares of HGER stock, worth $1.7 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
72,811
Previous 71,621
1.66%
Holding current value
$1.7 Million
Previous $1.59 Million
10.47%
% of portfolio
0.49%
Previous 0.47%
Shares
3 transactions
Others Institutions Holding HGER
# of Institutions
76Shares Held
11.7MCall 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
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.7 Million6.86% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.7 Million6.9% of portfolio
-
Synovus Financial Corp Columbus, GA973KShares$22.8 Million0.28% of portfolio