Amplius Wealth Advisors LLC Grows Position in Harbor International Compounders ETF $OSEA

Amplius Wealth Advisors LLC increased its position in shares of Harbor International Compounders ETF (NYSEARCA:OSEA) by 1.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 939,516 shares of the company’s stock after purchasing an additional 9,234 shares during the period. Harbor International Compounders ETF makes up 2.6% of Amplius Wealth Advisors LLC’s portfolio, making the stock its 13th largest holding. Amplius Wealth Advisors LLC owned about 5.70% of Harbor International Compounders ETF worth $27,499,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the company. Annex Advisory Services LLC boosted its stake in shares of Harbor International Compounders ETF by 15.9% during the 2nd quarter. Annex Advisory Services LLC now owns 2,416,917 shares of the company’s stock worth $70,743,000 after purchasing an additional 331,954 shares during the period. Diversified Enterprises LLC boosted its stake in shares of Harbor International Compounders ETF by 9.8% during the 2nd quarter. Diversified Enterprises LLC now owns 2,361,492 shares of the company’s stock worth $69,121,000 after purchasing an additional 210,333 shares during the period. Arlington Financial Advisors LLC boosted its stake in shares of Harbor International Compounders ETF by 90.6% during the 2nd quarter. Arlington Financial Advisors LLC now owns 1,509,372 shares of the company’s stock worth $44,179,000 after purchasing an additional 717,306 shares during the period. Venturi Wealth Management LLC boosted its stake in shares of Harbor International Compounders ETF by 10.4% during the 1st quarter. Venturi Wealth Management LLC now owns 968,945 shares of the company’s stock worth $25,711,000 after purchasing an additional 91,014 shares during the period. Finally, AMI Investment Management Inc. boosted its stake in shares of Harbor International Compounders ETF by 7.5% during the 2nd quarter. AMI Investment Management Inc. now owns 547,610 shares of the company’s stock worth $16,029,000 after purchasing an additional 38,250 shares during the period.

Harbor International Compounders ETF Trading Down 0.2%

OSEA stock opened at $30.63 on Friday. Harbor International Compounders ETF has a 12 month low of $23.66 and a 12 month high of $31.02. The company has a 50-day moving average price of $29.81 and a 200 day moving average price of $28.98. The stock has a market cap of $541.23 million, a PE ratio of 24.30 and a beta of 0.85.

Harbor International Compounders ETF Company 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.