Wj Wealth Management, LLC Harbor ETF Tr Harbor Long Term Transaction History
Wj Wealth Management, LLC
- $270 Million
- Q2 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 566,428 shares of WINN stock, worth $14.4 Million. This represents 5.34% of its overall portfolio holdings.
Number of Shares
566,428
Previous 574,706
1.44%
Holding current value
$14.4 Million
Previous $14.6 Million
1.44%
% of portfolio
5.34%
Previous 5.98%
Shares
7 transactions
Others Institutions Holding WINN
# of Institutions
101Shares Held
26.7MCall 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 Million0.11% 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, LLC1.2MShares$30.5 Million0.05% of portfolio