Wallace Advisory Group, LLC Harbor ETF Tr All Weather Infl Transaction History
Wallace Advisory Group, LLC
- $145 Billion
- Q4 2024
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 15,851 shares of HGER stock, worth $365,841. This represents 0.25% of its overall portfolio holdings.
Number of Shares
15,851
Previous 16,520
4.05%
Holding current value
$365,841
Previous $372 Million
3.58%
% of portfolio
0.25%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding HGER
# of Institutions
59Shares Held
9.06MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.13MShares$26.1 Million2.18% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.3 Million6.9% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.3 Million6.86% of portfolio
-
Synovus Financial Corp Columbus, GA987KShares$22.8 Million0.26% of portfolio
-
Inspirion Wealth Advisors, LLC501KShares$11.6 Million1.56% of portfolio