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Halbert Hargrove Global Advisors’s Franklin Genomic Advancements ETF HELX Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio HELX Stock Details HELX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.1K Sell
402
-2,152
-84% -$59.6K ﹤0.01% 214
2025
Q1 		$69K Buy
2,554
+753
+42% +$20.3K ﹤0.01% 123
2024
Q4 		$52K Buy
+1,801
New +$52K ﹤0.01% 134