Wj Wealth Management, LLC Harbor ETF Tr Harbor Long Term Transaction History
Wj Wealth Management, LLC
- $249 Million
- Q1 2024
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 400,023 shares of WINN stock, worth $10.2 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
400,023
Previous 255,989
56.27%
Holding current value
$10.2 Million
Previous $5.29 Million
77.43%
% of portfolio
3.77%
Previous 2.3%
Shares
2 transactions
Others Institutions Holding WINN
# of Institutions
57Shares Held
12.9MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.05MShares$77.7 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.72MShares$43.8 Million0.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL1.53MShares$39 Million0.06% of portfolio
-
Grant Street Asset Management, Inc. Canonsburg, PA1.34MShares$34.2 Million10.37% of portfolio
-
Brr Op Co, LLC1.14MShares$29.1 Million1.94% of portfolio