Phoenix Wealth Advisors Harbor ETF Tr Harbor Long Term Transaction History
Phoenix Wealth Advisors
- $229 Million
- Q4 2024
A detailed history of Phoenix Wealth Advisors transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Phoenix Wealth Advisors holds 16,030 shares of WINN stock, worth $408,604. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,030
Previous 16,030
-0.0%
Holding current value
$408,604
Previous $408,000
-0.0%
% of portfolio
0.18%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding WINN
# of Institutions
91Shares Held
22MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.96MShares$101 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.53MShares$64.6 Million0.14% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA2.08MShares$53 Million14.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.92MShares$48.8 Million0.07% of portfolio
-
Brr Op Co, LLC1.14MShares$29.1 Million1.94% of portfolio