Arete Wealth Advisors, LLC Harbor ETF Tr All Weather Infl Transaction History
Arete Wealth Advisors, LLC
- $1.39 Billion
- Q4 2024
A detailed history of Arete Wealth Advisors, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 18,102 shares of HGER stock, worth $415,259. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,102
Previous 18,019
0.46%
Holding current value
$415,259
Previous $407,000
1.47%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding HGER
# of Institutions
72Shares Held
11.5MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.47MShares$33.7 Million2.24% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.16MShares$26.6 Million14.71% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.2 Million6.9% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.2 Million6.86% of portfolio
-
Synovus Financial Corp Columbus, GA973KShares$22.3 Million0.28% of portfolio