Shaker Financial Services, LLC HGLB Holdings History
Shaker Financial Services, LLC's Highland Global Allocation Fund Holding Summary
As of 2025-03-31, Shaker Financial Services, LLC held 72,983.00 shares of Highland Global Allocation Fund(HGLB), totaling $607,950.00. This investment constitutes 0.24% of their stock portfolio, and Shaker Financial Services, LLC now holds 0.32% of the outstanding Highland Global Allocation Fund(HGLB) stock.
The initial trade took place in 2021Q2. And since then Shaker Financial Services, LLC has made 11 purchases of HGLB, at an average price of $8.71, for a total of 1.03 Mil shares. In addition, there have been 5 sales at an average price of $8.66 for 952,131.00 shares. Based on historical transaction data and HGLB's current price of $8.42, Shaker Financial Services, LLC's estimated gain on his HGLB holdings is $-72,771.44, reflecting a -0.81% gain to date.
Shaker Financial Services, LLC HGLB ($8.42) Holding Chart
Shaker Financial Services, LLC HGLB ($8.42) 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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