Amplius Wealth Advisors LLC Has $17.30 Million Holdings in Harbor International Compounders ETF (NYSEARCA:OSEA)

Amplius Wealth Advisors LLC trimmed its position in Harbor International Compounders ETF (NYSEARCA:OSEA) by 4.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 669,171 shares of the company’s stock after selling 32,078 shares during the quarter. Harbor International Compounders ETF makes up approximately 1.8% of Amplius Wealth Advisors LLC’s portfolio, making the stock its 18th largest position. Amplius Wealth Advisors LLC owned approximately 0.14% of Harbor International Compounders ETF worth $17,298,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. AMI Investment Management Inc. lifted its position in shares of Harbor International Compounders ETF by 9.0% in the 4th quarter. AMI Investment Management Inc. now owns 449,490 shares of the company’s stock valued at $11,619,000 after acquiring an additional 37,172 shares in the last quarter. Annex Advisory Services LLC purchased a new stake in shares of Harbor International Compounders ETF in the fourth quarter valued at $1,756,000. KWB Wealth acquired a new stake in shares of Harbor International Compounders ETF in the fourth quarter worth $289,000. Moody National Bank Trust Division purchased a new position in shares of Harbor International Compounders ETF during the fourth quarter valued at $1,462,000. Finally, Synovus Financial Corp purchased a new stake in Harbor International Compounders ETF in the 3rd quarter worth about $266,000.

Harbor International Compounders ETF Price Performance

NYSEARCA:OSEA opened at $26.37 on Tuesday. The stock has a market cap of $122.09 million, a PE ratio of 29.42 and a beta of 0.93. Harbor International Compounders ETF has a fifty-two week low of $25.26 and a fifty-two week high of $29.43. The stock’s 50-day moving average is $26.54 and its two-hundred day moving average is $27.45.

Harbor International Compounders ETF Profile

The Harbor International Compounders ETF (OSEA) is an exchange-traded fund that mostly invests in total market equity. The fund actively selects international companies with sustainable growth based on positive fundamentals and ESG criteria. The fund targets compounders and excludes US firms in aim for long-term capital appreciation.