Worth Financial Advisory Group, LLC Harbor ETF Tr Harbor Long Term Transaction History
Worth Financial Advisory Group, LLC
- $178 Billion
- Q3 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 45,163 shares of WINN stock, worth $1.15 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
45,163
Previous 39,797
13.48%
Holding current value
$1.15 Million
Previous $1.16 Billion
21.41%
% of portfolio
0.79%
Previous 0.71%
Shares
5 transactions
Others Institutions Holding WINN
# of Institutions
110Shares Held
28.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.97MShares$127 Million0.04% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.63MShares$92.6 Million0.15% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.82MShares$72 Million0.12% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA2.21MShares$56.5 Million14.66% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.63MShares$41.6 Million0.01% of portfolio