Annex Advisory Services LLC Buys 225,974 Shares of Harbor International Compounders ETF $OSEA

Annex Advisory Services LLC raised its stake in Harbor International Compounders ETF (NYSEARCA:OSEA) by 8.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,917,083 shares of the company’s stock after buying an additional 225,974 shares during the period. Harbor International Compounders ETF comprises about 1.7% of Annex Advisory Services LLC’s investment portfolio, making the stock its 13th biggest position. Annex Advisory Services LLC owned 17.84% of Harbor International Compounders ETF worth $88,242,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Thrivent Financial for Lutherans bought a new position in shares of Harbor International Compounders ETF in the 3rd quarter worth $277,000. Global Retirement Partners LLC boosted its stake in shares of Harbor International Compounders ETF by 207.8% in the 3rd quarter. Global Retirement Partners LLC now owns 13,240 shares of the company’s stock valued at $392,000 after purchasing an additional 8,938 shares in the last quarter. Strategic Blueprint LLC boosted its stake in shares of Harbor International Compounders ETF by 28.9% in the 3rd quarter. Strategic Blueprint LLC now owns 14,586 shares of the company’s stock valued at $431,000 after purchasing an additional 3,266 shares in the last quarter. SFG Wealth Management LLC. purchased a new stake in shares of Harbor International Compounders ETF in the 3rd quarter valued at $481,000. Finally, Private Advisor Group LLC boosted its stake in shares of Harbor International Compounders ETF by 4.6% in the 3rd quarter. Private Advisor Group LLC now owns 22,397 shares of the company’s stock valued at $662,000 after purchasing an additional 990 shares in the last quarter.

Harbor International Compounders ETF Stock Performance

Shares of Harbor International Compounders ETF stock opened at $30.79 on Wednesday. Harbor International Compounders ETF has a 52-week low of $25.68 and a 52-week high of $31.60. The stock has a market capitalization of $497.26 million, a price-to-earnings ratio of 24.30 and a beta of 0.86. The company has a fifty day moving average of $30.08 and a 200-day moving average of $30.25.

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. OSEA was launched on Sep 6, 2022 and is managed by Harbor.