Avaii Wealth Management, LLC Harbor ETF Tr Harbor Long Term Transaction History
Avaii Wealth Management, LLC
- $232 Million
- Q4 2025
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 18,106 shares of WINN stock, worth $461,521. This represents 0.2% of its overall portfolio holdings.
Number of Shares
18,106
Previous 18,930
4.35%
Holding current value
$461,521
Previous $482,000
4.36%
% of portfolio
0.2%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding WINN
# of Institutions
111Shares Held
29.7MCall 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, LLC2.87MShares$73.3 Million0.11% 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