Northwest Financial Advisors Harbor ETF Tr Harbor Long Term Transaction History

Northwest Financial Advisors

$71.7 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 11, 2025	SELL	N/A	-3,720 Reduced 23.32%	12,230 $300 Million
Q4 2024 Jan 22, 2025	BUY	N/A	15,950 New	15,950 $434 Million

Others Institutions Holding WINN

# of Institutions

99

Shares Held

25.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$132 Million
0.05% of portfolio
Wealth Enhancement Advisory Services, LLC

2.76M
Shares

$70.4 Million
0.13% of portfolio
Ci Private Wealth, LLC Miami, FL

2.56M
Shares

$65.4 Million
0.11% of portfolio
Grant Street Asset Management, Inc. Canonsburg, PA

2.21M
Shares

$56.2 Million
15.54% of portfolio
Commonwealth Equity Services, LLC

1.2M
Shares

$30.5 Million
0.05% of portfolio

About HARBOR ETF TR HARBOR LONG-TERM

Ticker WINN
Sector ETFs
Industry ETFs

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