Proactive Wealth Strategies LLC WINN Holdings History
Proactive Wealth Strategies LLC's HARBOR ETF TRUST Holding Summary
As of 2025-03-31, Proactive Wealth Strategies LLC held 47,410.00 shares of HARBOR ETF TRUST(WINN), totaling $1.16 Mil. This investment constitutes 0.62% of their stock portfolio, and Proactive Wealth Strategies LLC now holds 0.18% of the outstanding HARBOR ETF TRUST(WINN) stock.
The initial trade took place in 2024Q4. And since then Proactive Wealth Strategies LLC has made 2 purchases of WINN, at an average price of $26.88, for a total of 47,410.00 shares. Based on historical transaction data and WINN's current price of $29.34, Proactive Wealth Strategies LLC's estimated gain on his WINN holdings is $116,607.20, reflecting a 9.15% gain to date.
Proactive Wealth Strategies LLC WINN ($29.34) Holding Chart
Proactive Wealth Strategies LLC WINN ($29.34) 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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