Convergence Financial, LLC Harbor ETF Tr Harbor Long Term Transaction History

Convergence Financial, LLC

$501 Billion
Q4 2024

A detailed history of Convergence Financial, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Convergence Financial, LLC holds 19,210 shares of WINN stock, worth $489,662. This represents 0.1% of its overall portfolio holdings.

Number of Shares

19,210

Holding current value

$489,662

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	N/A	19,210 New	19,210 $523 Million

Others Institutions Holding WINN

# of Institutions

Shares Held

20.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

3.51M
Shares

$89.4 Million
0.04% of portfolio
Wealth Enhancement Advisory Services, LLC

2.53M
Shares

$64.6 Million
0.14% of portfolio
Grant Street Asset Management, Inc. Canonsburg, PA

2.08M
Shares

$53 Million
14.3% of portfolio
Ci Private Wealth, LLC Miami, FL

1.59M
Shares

$40.5 Million
0.06% of portfolio
Brr Op Co, LLC

1.14M
Shares

$29.1 Million
1.94% of portfolio

View Full List

About HARBOR ETF TR HARBOR LONG-TERM

Ticker WINN
Sector ETFs
Industry ETFs

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Convergence Financial, LLC Harbor ETF Tr Harbor Long Term Transaction History