Number of Shares
1.15 Mil
Current Holdings Value*
$27.66 Mil
% of Portfolio
15.65%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
9.54%

Horizon Advisory Services, Inc.'s HARBOR ETF TRUST Holding Summary

As of 2025-03-31, Horizon Advisory Services, Inc. held 1.15 Mil shares of HARBOR ETF TRUST(HGER), totaling $27.66 Mil. This investment constitutes 15.65% of their stock portfolio, and Horizon Advisory Services, Inc. now holds 8.49% of the outstanding HARBOR ETF TRUST(HGER) stock.

The initial trade took place in 2024Q4. And since then Horizon Advisory Services, Inc. has made 1 purchases of HGER, at an average price of $22.60, for a total of 1.16 Mil shares. In addition, there have been 1 sales at an average price of $23.27 for 10,943.00 shares. Based on historical transaction data and HGER's current price of $24.77, Horizon Advisory Services, Inc.'s estimated gain on his HGER holdings is $2.50 Mil, reflecting a 9.54% gain to date.

Horizon Advisory Services, Inc. HGER ($24.77) Holding Chart

Horizon Advisory Services, Inc. HGER ($24.77) 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