Sfg Wealth Management, Llc. Harbor ETF Tr Harbor Long Term Transaction History

Sfg Wealth Management, Llc.

$181 Million
Q3 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 52,551 shares of WINN stock, worth $1.34 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

52,551

Previous 52,316 0.45%

Holding current value

$1.34 Million

Previous $1.32 Million 1.21%

% of portfolio

0.74%

Previous 0.79%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$25.49 - $25.49 $5,990 - $5,990	235 Added 0.45%	52,551 $1.34 Million
Q2 2024 Jul 19, 2024	BUY	$21.75 - $25.5 $51,047 - $59,848	2,347 Added 4.7%	52,316 $1.32 Million
Q1 2024 Apr 26, 2024	BUY	$20.07 - $23.7 $10,576 - $12,489	527 Added 1.07%	49,969 $1.17 Million
Q4 2023 Jan 19, 2024	BUY	$17.17 - $20.8 $23,505 - $28,475	1,369 Added 2.85%	49,442 $1.02 Million
Q2 2023 Jul 14, 2023	BUY	$15.8 - $18.54 $759,553 - $891,273	48,073 New	48,073 $891,000

Others Institutions Holding WINN

# of Institutions

Shares Held

18.4M

Call Options Held

Put Options Held

View Full List

About HARBOR ETF TR HARBOR LONG-TERM

Ticker WINN
Sector ETFs
Industry ETFs

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Sfg Wealth Management, Llc. Harbor ETF Tr Harbor Long Term Transaction History