Carolinas Wealth Consulting LLC Harbor ETF Tr All Weather Infl Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 503 shares of HGER stock, worth $11,538. This represents 0.0% of its overall portfolio holdings.
Number of Shares
503
Previous 226
122.57%
Holding current value
$11,538
Previous $5,000
120.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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