Lantz Financial LLC Harbor ETF Tr Harbor Long Term Transaction History

Lantz Financial LLC

$356 Million
Q4 2024

A detailed history of Lantz Financial LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Lantz Financial LLC holds 88,163 shares of WINN stock, worth $2.25 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

88,163

Previous 82,783 6.5%

Holding current value

$2.25 Million

Previous $2.11 Million 6.49%

% of portfolio

0.63%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	N/A	5,380 Added 6.5%	88,163 $2.25 Million
Q3 2024 Oct 15, 2024	BUY	$25.49 - $25.49 $578,444 - $578,444	22,693 Added 37.77%	82,783 $2.11 Million
Q2 2024 Jul 10, 2024	BUY	$21.75 - $25.5 $277,573 - $325,431	12,762 Added 26.97%	60,090 $1.52 Million
Q1 2024 Apr 10, 2024	BUY	$20.07 - $23.7 $106,270 - $125,491	5,295 Added 12.6%	47,328 $1.11 Million
Q4 2023 Jan 12, 2024	BUY	$17.17 - $20.8 $90,966 - $110,198	5,298 Added 14.42%	42,033 $868,000
Q3 2023 Oct 20, 2023	BUY	$17.64 - $19.27 $185,819 - $202,990	10,534 Added 40.2%	36,735 $655,000
Q2 2023 Jul 12, 2023	BUY	$15.8 - $18.54 $143,906 - $168,862	9,108 Added 53.28%	26,201 $485,000
Q1 2023 Apr 10, 2023	BUY	$13.33 - $16.12 $227,849 - $275,539	17,093 New	17,093 $275,000

Others Institutions Holding WINN

# of Institutions

Shares Held

20.3M

Call Options Held

Put Options Held

View Full List

About HARBOR ETF TR HARBOR LONG-TERM

Ticker WINN
Sector ETFs
Industry ETFs

More about WINN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.

Account

Lantz Financial LLC Harbor ETF Tr Harbor Long Term Transaction History