SpiderRock Advisors’s Harbor Long-Term Growers ETF WINN Stock Holding History

SpiderRock 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	$1.44M	Buy	+56,223	New	+$1.4M	0.02%	390

Other funds holding WINN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $253M AUM 28.6% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $21.8B AUM 28.57% 1-Year Est. Return

SpiderRock Advisors's WINN Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in Harbor Long-Term Growers ETF (WINN) in Q3 2024: 56,223 shares worth $1.44M. The stake represents 0.02% of the portfolio and ranks #390 among its holdings.

71 funds tracked by Wall St. Rank hold WINN as of Q3 2024.

SpiderRock Advisors held 56,223 shares of Harbor Long-Term Growers ETF worth $1.44M as of Q3 2024.
Harbor Long-Term Growers ETF was a new SpiderRock Advisors position in Q3 2024.
Harbor Long-Term Growers ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #390 holding.
71 funds tracked by Wall St. Rank held Harbor Long-Term Growers ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.