Number of Shares
547,798.00
Current Holdings Value*
$13.17 Mil
% of Portfolio
1.83%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
9.45%

INSPIRION WEALTH ADVISORS, LLC's HARBOR ETF TRUST Holding Summary

As of 2025-03-31, INSPIRION WEALTH ADVISORS, LLC held 547,798.00 shares of HARBOR ETF TRUST(HGER), totaling $13.17 Mil. This investment constitutes 1.83% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 4.75% of the outstanding HARBOR ETF TRUST(HGER) stock.

The initial trade took place in 2023Q2. And since then INSPIRION WEALTH ADVISORS, LLC has made 8 purchases of HGER, at an average price of $22.13, for a total of 547,798.00 shares. Based on historical transaction data and HGER's current price of $24.22, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his HGER holdings is $1.15 Mil, reflecting a 9.45% gain to date.

INSPIRION WEALTH ADVISORS, LLC HGER ($24.22) Holding Chart

INSPIRION WEALTH ADVISORS, LLC HGER ($24.22) 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 %

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