NORTHCAPE WEALTH MANAGEMENT, LLC HGER Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's HARBOR ETF TRUST Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 43,265.00 shares of HARBOR ETF TRUST(HGER), totaling $1.04 Mil. This investment constitutes 0.34% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0.38% of the outstanding HARBOR ETF TRUST(HGER) stock.
The initial trade took place in 2024Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 2 purchases of HGER, at an average price of $23.05, for a total of 43,265.00 shares. Based on historical transaction data and HGER's current price of $24.76, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his HGER holdings is $74,078.01, reflecting a 7.43% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC HGER ($24.76) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC HGER ($24.76) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
