Proactive Wealth Strategies LLC Harbor ETF Tr Harbor Long Term Transaction History
Proactive Wealth Strategies LLC
- $215 Million
- Q3 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 80,267 shares of WINN stock, worth $2.05 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
80,267
Previous 68,447
17.27%
Holding current value
$2.05 Million
Previous $1.99 Million
2.61%
% of portfolio
0.95%
Previous 0.94%
Shares
4 transactions
Others Institutions Holding WINN
# of Institutions
110Shares Held
28.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.97MShares$127 Million0.04% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.63MShares$92.6 Million0.15% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.87MShares$73.3 Million0.11% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA2.21MShares$56.5 Million14.66% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.63MShares$41.6 Million0.01% of portfolio