Proactive Wealth Strategies LLC Harbor ETF Tr Harbor Long Term Transaction History
Proactive Wealth Strategies LLC
- $188 Million
- Q1 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 47,410 shares of WINN stock, worth $1.21 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
47,410
Previous 13,240
258.08%
Holding current value
$1.21 Million
Previous $360,000
222.78%
% of portfolio
0.62%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding WINN
# of Institutions
92Shares Held
23.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.08MShares$104 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.79MShares$71 Million0.14% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.56MShares$65.4 Million0.11% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA2.19MShares$55.9 Million15.42% of portfolio
-
Towneley Capital Management, Inc / De Laguna Hills, CA1.18MShares$30.2 Million6.78% of portfolio