Number of Shares
179,906.00
Current Holdings Value*
$5.27 Mil
% of Portfolio
3.9%
Total Estimate Gain
$594,842.19
% of Total Estimate Gain
12.67%

FMA Wealth Management, LLC's Harbor International Compounders ETF Holding Summary

As of 2025-06-30, FMA Wealth Management, LLC held 179,906.00 shares of Harbor International Compounders ETF(OSEA), totaling $5.27 Mil. This investment constitutes 3.9% of their stock portfolio, and FMA Wealth Management, LLC now holds 1.09% of the outstanding Harbor International Compounders ETF(OSEA) stock.

The initial trade took place in 2023Q4. And since then FMA Wealth Management, LLC has made 5 purchases of OSEA, at an average price of $25.65, for a total of 182,976.00 shares. In addition, there have been 1 sales at an average price of $26.85 for 3,070.00 shares. Based on historical transaction data and OSEA's current price of $28.94, FMA Wealth Management, LLC's estimated gain on his OSEA holdings is $594,842.19, reflecting a 12.67% gain to date.

FMA Wealth Management, LLC OSEA ($28.94) Holding Chart

FMA Wealth Management, LLC OSEA ($28.94) 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