Concurrent Investment Advisors, LLC Harbor ETF Tr Harbor Long Term Transaction History

Concurrent Investment Advisors, LLC

$2.48 Trillion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Apr 15, 2024	BUY	$17.17 - $20.8 $382,547 - $463,424	22,280 New	22,280 $461 Million

Others Institutions Holding WINN

# of Institutions

57

Shares Held

12.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.05M
Shares

$77.7 Million
0.04% of portfolio
Wealth Enhancement Advisory Services, LLC

1.72M
Shares

$43.8 Million
0.11% of portfolio
Ci Private Wealth, LLC Miami, FL

1.53M
Shares

$39 Million
0.06% of portfolio
Grant Street Asset Management, Inc. Canonsburg, PA

1.34M
Shares

$34.2 Million
10.37% of portfolio
Brr Op Co, LLC

1.14M
Shares

$29.1 Million
1.94% of portfolio

About HARBOR ETF TR HARBOR LONG-TERM

Ticker WINN
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