Avaii Wealth Management, LLC Harbor ETF Tr Harbor Long Term Transaction History

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 2024

A detailed history of Avaii Wealth Management, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 17,989 shares of WINN stock, worth $458,539. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,989
Previous 12,714 41.49%
Holding current value
$458,539
Previous $321,000 42.68%
% of portfolio
0.26%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$25.49 - $25.49 $134,459 - $134,459
5,275 Added 41.49%
17,989 $458,000
Q2 2024

Jul 31, 2024
BUY
$21.75 - $25.5 $276,529 - $324,207
12,714 New
12,714 $321,000

Others Institutions Holding WINN

# of Institutions
71
Shares Held
18.2M
Call Options Held
0
Put Options Held
0
View Full List

About HARBOR ETF TR HARBOR LONG-TERM

WINN Quotes by TradingView
  • Ticker WINN
  • Sector ETFs
  • Industry ETFs
More about WINN
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email