Worth Financial Advisory Group, LLC Harbor ETF Tr Harbor Long Term Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Harbor ETF Tr Harbor Long Term stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 18,103 shares of WINN stock, worth $461,445. This represents 0.3% of its overall portfolio holdings.
Number of Shares
18,103
Previous 8,302
118.06%
Holding current value
$461,445
Previous $213 Million
131.68%
% of portfolio
0.3%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding WINN
# of Institutions
92Shares Held
22.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.96MShares$101 Million0.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.53MShares$64.6 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
-
Brr Op Co, LLC1.14MShares$29.1 Million1.94% of portfolio