Proficio Capital Partners LLC Harbor ETF Tr Divid Growth Lea Transaction History

Proficio Capital Partners LLC

$20.2 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$15.07 - $15.75 $1.31 Million - $1.37 Million	87,117 New	87,117 $1.33 Million
Q1 2024 May 02, 2024	SELL	$13.28 - $14.55 $80,091 - $87,751	-6,031 Reduced 31.39%	13,181 $191,000
Q4 2023 Feb 13, 2024	BUY	$11.81 - $13.48 $1,535 - $1,752	130 Added 0.68%	19,212 $258,000
Q1 2023 Apr 21, 2023	SELL	$11.47 - $12.3 $2.42 Million - $2.6 Million	-211,235 Reduced 91.71%	19,082 $230,000
Q1 2023 Apr 19, 2023	BUY	$11.47 - $12.3 $2.41 Million - $2.58 Million	209,939 Added 1030.22%	230,317 $2.78 Million
Q4 2022 Jan 30, 2023	BUY	$11.41 - $13.09 $34,230 - $39,270	3,000 Added 17.26%	20,378 $241,000
Q3 2022 Oct 11, 2022	BUY	$11.29 - $13.15 $196,197 - $228,520	17,378 New	17,378 $196,000

Others Institutions Holding GDIV

# of Institutions

33

Shares Held

6.06M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

1.07M
Shares

$16.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

899K
Shares

$14 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

888K
Shares

$13.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

713K
Shares

$11.1 Million
0.0% of portfolio
Equitable Holdings, Inc. New York, NY

373K
Shares

$5.81 Million
0.05% of portfolio

About HARBOR ETF TR DIVID GROWTH LEA

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