Golden State Wealth Management, LLC Harbor ETF Tr Harbor Long Term Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
A detailed history of Golden State Wealth Management, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 510,372 shares of WINN stock, worth $13 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
510,372
Previous 580,107
12.02%
Holding current value
$13 Million
Previous $14.2 Billion
4.59%
% of portfolio
1.81%
Previous 2.11%
Shares
4 transactions
Others Institutions Holding WINN
# of Institutions
99Shares Held
25.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.17MShares$132 Million0.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.76MShares$70.4 Million0.13% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.56MShares$65.4 Million0.11% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA2.21MShares$56.2 Million15.54% of portfolio
-
Commonwealth Equity Services, LLC1.2MShares$30.5 Million0.05% of portfolio