Number of Shares
1.45 Mil
Current Holdings Value*
$21.09 Mil
% of Portfolio
0.8%
Total Estimate Gain
$553,666.17
% of Total Estimate Gain
2.37%

Arkadios Wealth Advisors's HARBOR ETF TRUST Holding Summary

As of 2025-03-31, Arkadios Wealth Advisors held 1.45 Mil shares of HARBOR ETF TRUST(GDIV), totaling $21.09 Mil. This investment constitutes 0.8% of their stock portfolio, and Arkadios Wealth Advisors now holds 8.97% of the outstanding HARBOR ETF TRUST(GDIV) stock.

The initial trade took place in 2023Q1. And since then Arkadios Wealth Advisors has made 2 purchases of GDIV, at an average price of $15.13, for a total of 1.54 Mil shares. In addition, there have been 1 sales at an average price of $12.12 for 93,207.00 shares. Based on historical transaction data and GDIV's current price of $15.71, Arkadios Wealth Advisors's estimated gain on his GDIV holdings is $553,666.17, reflecting a 2.37% gain to date.

Arkadios Wealth Advisors GDIV ($15.71) Holding Chart

Arkadios Wealth Advisors GDIV ($15.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1