Worth Financial Advisory Group, LLC Harbor ETF Tr All Weather Infl Transaction History
Worth Financial Advisory Group, LLC
- $206 Billion
- Q4 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Harbor ETF Tr All Weather Infl stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 40,926 shares of HGER stock, worth $1.09 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
40,926
Previous 37,038
10.5%
Holding current value
$1.09 Million
Previous $956 Million
6.3%
% of portfolio
0.49%
Previous 0.54%
Shares
4 transactions
Others Institutions Holding HGER
# of Institutions
130Shares Held
27.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.78MShares$74.4 Million0.01% of portfolio
-
Great Lakes Advisors, LLC Chicago, IL2.5MShares$66.8 Million0.6% of portfolio
-
3 Edge Asset Management, LP2.03MShares$54.3 Million3.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.5MShares$40.1 Million0.01% of portfolio
-
Synovus Financial Corp Columbus, GA1.2MShares$32.1 Million0.36% of portfolio