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Harbor Etf Trust shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Harbor Etf Trust (WINN) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Harbor Etf Trust

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025300k400k500k600k15k20k25k
Value ($)Share countHistorical WINN position of Joel Isaacson & … Source: stockzoa.comValue ($)Share count

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All positions including Harbor Etf Trust held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harbor Etf Trust by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $665k 24k 27.21
2024-09-30 $473k 19k 25.61
2024-06-30 $306k 12k 25.29

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Spdr Ser Tr S&p Divid Etf (SDY)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Harbor Etf Trust

LPL Financial
Wealth Enhancement Advisory Services
Grant Street Asset Management
CI Private Wealth
Towneley Capital Management, Inc / DE
Golden State Wealth Management
Commonwealth Equity Services
WJ Wealth Management
Raymond James Financial
Royal Bank of Canada
Leisure Capital Management
Private Advisor
SOL Capital Management
Envestnet Asset Management
IHT Wealth Management

View all funds holding Harbor Etf Trust