Golden State Wealth Management, LLC WINN Holdings History
Golden State Wealth Management, LLC's HARBOR ETF TRUST Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 580,107.00 shares of HARBOR ETF TRUST(WINN), totaling $14.21 Mil. This investment constitutes 2.11% of their stock portfolio, and Golden State Wealth Management, LLC now holds 2.18% of the outstanding HARBOR ETF TRUST(WINN) stock.
The initial trade took place in 2024Q4. And since then Golden State Wealth Management, LLC has made 2 purchases of WINN, at an average price of $26.83, for a total of 580,107.00 shares. Based on historical transaction data and WINN's current price of $29.45, Golden State Wealth Management, LLC's estimated gain on his WINN holdings is $1.52 Mil, reflecting a 9.76% gain to date.
Golden State Wealth Management, LLC WINN ($29.45) Holding Chart
Golden State Wealth Management, LLC WINN ($29.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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