Raymond James Financial Services Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

Raymond James Financial Services Advisors’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	$8.68M	Buy	339,052 +84,059	+33%	+$2.09M	0.01%	933
2024 Q2	$6.45M	Buy	254,993 +72,111	+39%	+$1.71M	0.01%	1035
2024 Q1	$4.29M	Buy	182,882 +158,910	+663%	+$3.57M	0.01%	1224
2023 Q4	$496K	Buy	+23,972	New	+$459K	﹤0.01%	2430

Other funds holding WINN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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 Financial Services Advisors's WINN Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Harbor Long-Term Growers ETF (WINN) stake by 33% in Q3 2024, buying an estimated $2.09M and bringing the position to 339,052 shares worth $8.68M. The position accounts for 0.01% of the portfolio, ranked #933.

Raymond James Financial Services Advisors first reported a position in WINN in Q4 2023 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold WINN as of Q3 2024.

Raymond James Financial Services Advisors held 339,052 shares of Harbor Long-Term Growers ETF worth $8.68M as of Q3 2024.
Raymond James Financial Services Advisors bought 84,059 Harbor Long-Term Growers ETF shares in Q3 2024, an estimated $2.09M.
Harbor Long-Term Growers ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #933 holding.
Raymond James Financial Services Advisors first reported a position in Harbor Long-Term Growers ETF in Q4 2023 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.