Transcend Wealth Collective »

Harbor Etf Trust shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in Harbor Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Harbor Etf Trust by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 148k 20.67
2023-09-30 $2.6M 144k 17.84
2023-06-30 $1.7M 90k 18.54

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Blue Owl Capital Corporation Cef (OBDC)
Microsoft Corp Stock (MSFT)
Merck & Co Stock (MRK)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Spdr S&p 500 Etf Trust Etf (SPY)
Amazon Stock (AMZN)
Johnson & Johnson Stock (JNJ)
Ishares Core S&p 500 Etf Etf (IVV)
Invesco Qqq Trust Series I Etf (QQQ)
Fs Kkr Cap Corp Cef (FSK)
Jpmorgan Chase & Co Stock (JPM)
Vanguard High Dividend Yield Index Etf Etf (VYM)
S&p Global Stock (SPGI)
Blackstone Secd Lending Cef (BXSL)

View all positions for Transcend Wealth Collective

Top funds holding Harbor Etf Trust

Wealth Enhancement Advisory Services
CI Private Wealth
Grant Street Asset Management
WJ Wealth Management
Commonwealth Equity Services
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