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%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About HARBOR ETF TR HARBOR LONG-TERM


  • Ticker WINN
  • Sector ETFs
  • Industry ETFs
More about WINN
Track This Portfolio

Track Sfg Wealth Management, Llc. Portfolio

Follow Sfg Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.