Channel Wealth LLC Harbor ETF Tr All Weather Infl Transaction History
Channel Wealth LLC
- $322 Billion
- Q1 2025
A detailed history of Channel Wealth LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Channel Wealth LLC holds 90,850 shares of HGER stock, worth $2.18 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
90,850
Previous 87,402
3.94%
Holding current value
$2.18 Million
Previous $1.93 Billion
12.94%
% of portfolio
0.68%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding HGER
# of Institutions
73Shares Held
11.6MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.47MShares$35.2 Million2.24% of portfolio
-
Horizon Advisory Services, Inc. West Henrietta, NY1.16MShares$27.8 Million14.71% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$25.3 Million6.86% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$25.3 Million6.9% of portfolio
-
Synovus Financial Corp Columbus, GA973KShares$23.3 Million0.28% of portfolio