Wetherby Asset Management Inc Harbor ETF Tr Harbor Long Term Transaction History
Wetherby Asset Management Inc
- $2.19 Billion
- Q2 2025
A detailed history of Wetherby Asset Management Inc transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Wetherby Asset Management Inc holds 7,402 shares of WINN stock, worth $188,676. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,402
Previous 7,366
0.49%
Holding current value
$188,676
Previous $187,000
0.53%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding WINN
# of Institutions
105Shares Held
26.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.17MShares$132 Million0.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.39MShares$86.4 Million0.13% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.76MShares$70.4 Million0.13% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA2.21MShares$56.2 Million15.54% of portfolio
-
Commonwealth Equity Services, LLC1.24MShares$31.6 Million0.05% of portfolio