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Raymond James & Associates’s Harbor Long-Term Growers ETF WINN Stock Holding History

Raymond James & Associates’s Portfolio WINN Stock Details WINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$4.73M Buy
184,599
+104,267
+130% +$2.59M ﹤0.01% 1689
2024
Q2 		$2.03M Buy
80,332
+33,755
+72% +$800K ﹤0.01% 2164
2024
Q1 		$1.09M Buy
+46,577
New +$1.05M ﹤0.01% 2539

Other funds holding WINN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
LCM
Leisure Capital Management Costa Mesa, California $320M AUM 39.11% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James & Associates's WINN Position: Q3 2024 in Review

Raymond James & Associates increased its Harbor Long-Term Growers ETF (WINN) stake by 130% in Q3 2024, buying an estimated $2.59M and bringing the position to 184,599 shares worth $4.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Raymond James & Associates first reported a position in WINN in Q1 2024 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold WINN as of Q3 2024.

  • Raymond James & Associates held 184,599 shares of Harbor Long-Term Growers ETF worth $4.73M as of Q3 2024.
  • Raymond James & Associates bought 104,267 Harbor Long-Term Growers ETF shares in Q3 2024, an estimated $2.59M.
  • Harbor Long-Term Growers ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1689 holding.
  • Raymond James & Associates first reported a position in Harbor Long-Term Growers ETF in Q1 2024 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.