Phoenix Wealth Advisors Harbor ETF Tr Harbor Long Term Transaction History
Phoenix Wealth Advisors
- $254 Million
- Q3 2025
A detailed history of Phoenix Wealth Advisors transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Phoenix Wealth Advisors holds 18,628 shares of WINN stock, worth $474,827. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,628
Previous 18,628
-0.0%
Holding current value
$474,827
Previous $474,000
-0.0%
% of portfolio
0.19%
Previous 0.2%
Shares
2 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, LLC2.82MShares$72 Million0.12% 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