Arete Wealth Advisors, LLC Harbor ETF Tr All Weather Infl Transaction History
Arete Wealth Advisors, LLC
- $1.17 Billion
- Q3 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 18,019 shares of HGER stock, worth $422,905. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,019
Previous 18,019
-0.0%
Holding current value
$422,905
Previous $407,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding HGER
# of Institutions
64Shares Held
10.7MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.47MShares$34.4 Million2.24% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.16MShares$27.3 Million14.71% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.7 Million6.9% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.7 Million6.86% of portfolio
-
Synovus Financial Corp Columbus, GA987KShares$23.2 Million0.26% of portfolio