Phoenix Wealth Advisors Harbor ETF Tr Harbor Long Term Transaction History

Phoenix Wealth Advisors

  • $235 Million
  • Q2 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 0.2% of its overall portfolio holdings.

Number of Shares
18,628
Previous 16,030 16.21%
Holding current value
$474,827
Previous $408,000 16.18%
% of portfolio
0.2%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
2,598 Added 16.21%
18,628 $474,000
Q3 2023

Nov 06, 2023
BUY
$17.64 - $19.27 $282,769 - $308,898
16,030 New
16,030 $285,000

Others Institutions Holding WINN

# of Institutions
105
Shares Held
26.9M
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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