Inspirion Wealth Advisors, LLC Harbor ETF Tr All Weather Infl Transaction History
Inspirion Wealth Advisors, LLC
- $710 Million
- Q4 2024
A detailed history of Inspirion Wealth Advisors, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 501,314 shares of HGER stock, worth $11.6 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
501,314
Previous 444,087
12.89%
Holding current value
$11.6 Million
Previous $10 Million
10.55%
% of portfolio
1.56%
Previous 1.41%
Shares
7 transactions
Others Institutions Holding HGER
# of Institutions
59Shares Held
9.08MCall Options Held
0Put Options Held
0-
3 Edge Asset Management, LP1.13MShares$26.1 Million2.18% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.3 Million6.86% of portfolio
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.3 Million6.9% of portfolio
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Synovus Financial Corp Columbus, GA987KShares$22.8 Million0.26% of portfolio
-
Janney Montgomery Scott LLC442KShares$10.2 Million0.03% of portfolio