Wallace Advisory Group, LLC Harbor ETF Tr All Weather Infl Transaction History
Wallace Advisory Group, LLC
- $138 Billion
- Q2 2025
A detailed history of Wallace Advisory Group, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 14,688 shares of HGER stock, worth $359,121. This represents 0.26% of its overall portfolio holdings.
Number of Shares
14,688
Previous 15,504
5.26%
Holding current value
$359,121
Previous $343 Million
2.93%
% of portfolio
0.26%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding HGER
# of Institutions
94Shares Held
15.7MCall Options Held
10.3KPut Options Held
0-
Raymond James Financial Inc St. Petersburg, FL1.17MShares$28.5 Million0.01% of portfolio
-
Great Lakes Advisors, LLC Chicago, IL1.16MShares$28.4 Million0.26% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.13MShares$27.7 Million14.78% of portfolio
-
Synovus Financial Corp Columbus, GA1.13MShares$27.7 Million0.34% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.08MShares$26.4 Million6.08% of portfolio