Twelve Points Wealth Management LLC Harbor ETF Tr All Weather Infl Transaction History
Twelve Points Wealth Management LLC
- $337 Million
- Q4 2024
A detailed history of Twelve Points Wealth Management LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Twelve Points Wealth Management LLC holds 71,621 shares of HGER stock, worth $1.65 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
71,621
Previous 54,855
30.56%
Holding current value
$1.65 Million
Previous $1.24 Million
27.82%
% of portfolio
0.47%
Previous 0.4%
Shares
2 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
-
New Harbor Financial Group, LLC Leominster, MA1.05MShares$24.3 Million6.9% of portfolio
-
Fiduciary Family Office, LLC Boca Raton, FL1.05MShares$24.3 Million6.86% of portfolio
-
Synovus Financial Corp Columbus, GA987KShares$22.8 Million0.26% of portfolio
-
Inspirion Wealth Advisors, LLC501KShares$11.6 Million1.56% of portfolio