Wj Wealth Management, LLC Harbor ETF Tr Harbor Long Term Transaction History
Wj Wealth Management, LLC
- $245 Million
- Q1 2025
A detailed history of Wj Wealth Management, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Wj Wealth Management, LLC holds 574,706 shares of WINN stock, worth $14.6 Million. This represents 5.98% of its overall portfolio holdings.
Number of Shares
574,706
Previous 766,862
25.06%
Holding current value
$14.6 Million
Previous $19.5 Million
25.06%
% of portfolio
5.98%
Previous 7.31%
Shares
6 transactions
Others Institutions Holding WINN
# of Institutions
92Shares Held
22.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.96MShares$101 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.79MShares$71 Million0.14% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA2.08MShares$53 Million14.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.92MShares$48.8 Million0.07% of portfolio
-
Towneley Capital Management, Inc / De Laguna Hills, CA1.18MShares$30.2 Million6.78% of portfolio