Avaii Wealth Management, LLC Harbor ETF Tr Harbor Long Term Transaction History

Avaii Wealth Management, LLC

  • $182 Million
  • Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 22,441 shares of WINN stock, worth $572,021. This represents 0.31% of its overall portfolio holdings.

Number of Shares
22,441
Previous 17,989 24.75%
Holding current value
$572,021
Previous $458,000 24.89%
% of portfolio
0.31%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
N/A
4,452 Added 24.75%
22,441 $572,000
Q3 2024

Oct 16, 2024
BUY
$25.49 - $25.49 $134,459 - $134,459
5,275 Added 41.49%
17,989 $458,000
Q2 2024

Jul 31, 2024
BUY
$21.75 - $25.5 $276,529 - $324,207
12,714 New
12,714 $321,000

Others Institutions Holding WINN

# of Institutions
91
Shares Held
22M
Call Options Held
0
Put Options Held
0
View Full List

About HARBOR ETF TR HARBOR LONG-TERM

WINN Quotes by TradingView
  • Ticker WINN
  • Sector ETFs
  • Industry ETFs
More about WINN
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