A detailed history of Steward Partners Investment Advisory, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 18,370 shares of WINN stock, worth $468,251. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,370
Previous 8,467 116.96%
Holding current value
$468,251
Previous $214,000 118.69%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$25.49 - $25.49 $252,427 - $252,427
9,903 Added 116.96%
18,370 $468,000
Q2 2024

Aug 08, 2024

BUY
$21.75 - $25.5 $184,157 - $215,908
8,467 New
8,467 $214,000

Others Institutions Holding WINN

About HARBOR ETF TR HARBOR LONG-TERM


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

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.