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Harbor Etf Trust shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of Harbor Etf Trust (WINN) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in Harbor Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harbor Etf Trust held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harbor Etf Trust by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $411k 16k 25.61
2024-06-30 $405k 16k 25.29
2024-03-31 $376k 16k 23.47
2023-12-31 $325k 16k 20.25
2023-09-30 $286k 16k 17.84

More positions owned by Phoenix Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Microsoft Corporation (MSFT)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core S&p Us Gwt (IUSG)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Eaton Corp SHS (ETN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Home Depot (HD)

View all positions for Phoenix Wealth Advisors

Top funds holding Harbor Etf Trust

LPL Financial
Wealth Enhancement Advisory Services
CI Private Wealth
Grant Street Asset Management
Towneley Capital Management, Inc / DE
WJ Wealth Management
Commonwealth Equity Services
Golden State Equity Partners
Leisure Capital Management
Private Advisor
Raymond James Financial Services Advisors
Envestnet Asset Management
Equitable Holdings
Synovus Financial Corp.
SOL Capital Management

View all funds holding Harbor Etf Trust