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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
2024-03-31 $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

Microsoft Corporation (MSFT)
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Apple (AAPL)
Eaton Corp SHS (ETN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Marathon Petroleum Corp (MPC)
Merck & Co (MRK)
Home Depot (HD)
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Johnson & Johnson (JNJ)
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View all positions for Phoenix Wealth Advisors

Top funds holding Harbor Etf Trust

Wealth Enhancement Advisory Services
CI Private Wealth
Grant Street Asset Management
Commonwealth Equity Services
WJ Wealth Management
Private Advisor
Provident Wealth Management
Raymond James Financial Services Advisors
Transcend Wealth Collective
H D Vest Advisory Services
Advisor Group Holdings
SOL Capital Management
Financial Management Network
Benjamin F. Edwards & Company
Cambridge Investment Research Advisors

View all funds holding Harbor Etf Trust