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Advisornet Financial’s Harbor International Compounders ETF OSEA Stock Holding History

Advisornet Financial’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-258
Closed -$7.46K – 2183
2024
Q3 		$7.46K Buy
+258
New +$7.2K ﹤0.01% 1485

Other funds holding OSEA

VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Advisornet Financial's OSEA Position: Q4 2024 in Review

Advisornet Financial sold out of Harbor International Compounders ETF (OSEA) in Q4 2024, closing a stake of 258 shares — an estimated $7.46K sold.

Advisornet Financial first reported a position in OSEA in Q3 2024 and held it in 1 quarter. The position peaked at $7.46K in Q3 2024. 54 funds tracked by Wall St. Rank hold OSEA as of Q4 2024.

  • Advisornet Financial reported no remaining Harbor International Compounders ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 258 Harbor International Compounders ETF shares in Q4 2024, an estimated $7.46K.
  • Advisornet Financial first reported a position in Harbor International Compounders ETF in Q3 2024 and held it in 1 quarter.
  • Advisornet Financial's Harbor International Compounders ETF position peaked at $7.46K in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.