Arkadios Wealth Advisors Harbor ETF Tr All Weather Infl Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Arkadios Wealth Advisors holds 190,364 shares of HGER stock, worth $4.4 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

190,364

Previous 168,535 12.95%

Holding current value

$4.4 Million

Previous $3.81 Million 10.6%

% of portfolio

0.25%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$21.78 - $23.27 $475,435 - $507,960	21,829 Added 12.95%	190,364 $4.21 Million
Q3 2024 Oct 24, 2024	BUY	$21.29 - $22.98 $2.38 Million - $2.57 Million	111,928 Added 197.73%	168,535 $3.81 Million
Q2 2024 Jul 29, 2024	BUY	$22.23 - $23.27 $271,361 - $284,056	12,207 Added 27.49%	56,607 $1.27 Million
Q1 2024 Apr 30, 2024	BUY	$20.45 - $22.14 $145,644 - $157,681	7,122 Added 19.11%	44,400 $983,000
Q4 2023 Jan 24, 2024	BUY	$20.94 - $23.4 $109,243 - $122,077	5,217 Added 16.27%	37,278 $780,000
Q3 2023 Oct 13, 2023	SELL	$21.31 - $23.67 $28,150 - $31,268	-1,321 Reduced 3.96%	32,061 $736,000
Q2 2023 Jul 26, 2023	SELL	$20.73 - $22.83 $44,693 - $49,221	-2,156 Reduced 6.07%	33,382 $710,000
Q1 2023 May 02, 2023	BUY	$21.14 - $23.16 $52,765 - $57,807	2,496 Added 7.55%	35,538 $787,000
Q4 2022 Jan 11, 2023	BUY	$20.63 - $22.36 $681,656 - $738,819	33,042 New	33,042 $0

Others Institutions Holding HGER

# of Institutions

Shares Held

9.1M

Call Options Held

Put Options Held

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About HARBOR ETF TR ALL WEATHER INFL

Ticker HGER

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Arkadios Wealth Advisors Harbor ETF Tr All Weather Infl Transaction History