Proactive Wealth Strategies LLC Harbor ETF Tr All Weather Infl Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 61,546 shares of HGER stock, worth $1.64 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
61,546
Previous 52,893
16.36%
Holding current value
$1.64 Million
Previous $1.29 Million
23.5%
% of portfolio
0.74%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding HGER
# of Institutions
129Shares Held
27.1MCall 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