Proactive Wealth Strategies LLC Harbor ETF Tr Harbor Long Term Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 68,447 shares of WINN stock, worth $1.74 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
68,447
Previous 47,410
44.37%
Holding current value
$1.74 Million
Previous $1.16 Million
71.6%
% of portfolio
0.94%
Previous 0.62%
Shares
3 transactions
Others Institutions Holding WINN
# of Institutions
95Shares 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