Proactive Wealth Strategies LLC Buys 15,680 Shares of Harbor Long-Term Growers ETF $WINN

Proactive Wealth Strategies LLC lifted its stake in Harbor Long-Term Growers ETF (NYSEARCA:WINN) by 19.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 95,947 shares of the company’s stock after buying an additional 15,680 shares during the quarter. Harbor Long-Term Growers ETF comprises 1.2% of Proactive Wealth Strategies LLC’s portfolio, making the stock its 28th biggest holding. Proactive Wealth Strategies LLC owned 0.27% of Harbor Long-Term Growers ETF worth $2,984,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in WINN. Jones Financial Companies Lllp raised its stake in shares of Harbor Long-Term Growers ETF by 124.5% in the third quarter. Jones Financial Companies Lllp now owns 1,235 shares of the company’s stock worth $38,000 after buying an additional 685 shares during the period. JPMorgan Chase & Co. bought a new position in shares of Harbor Long-Term Growers ETF in the third quarter worth about $96,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of Harbor Long-Term Growers ETF by 16.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 3,279 shares of the company’s stock worth $96,000 after buying an additional 454 shares during the period. SpringVest Wealth Management LLC raised its stake in shares of Harbor Long-Term Growers ETF by 16.1% in the fourth quarter. SpringVest Wealth Management LLC now owns 7,552 shares of the company’s stock worth $235,000 after buying an additional 1,048 shares during the period. Finally, Savvy Advisors Inc. bought a new position in shares of Harbor Long-Term Growers ETF in the fourth quarter worth about $259,000. Institutional investors own 81.36% of the company’s stock.

Harbor Long-Term Growers ETF Stock Up 0.7%

NYSEARCA WINN opened at $32.57 on Thursday. The stock’s 50-day moving average price is $29.77 and its 200-day moving average price is $30.47. Harbor Long-Term Growers ETF has a 52 week low of $26.62 and a 52 week high of $32.74. The company has a market capitalization of $1.13 billion, a P/E ratio of -105.06 and a beta of 1.22.

Harbor Long-Term Growers ETF Profile

The Harbor Long-Term Growers ETF (WINN) is an exchange-traded fund that mostly invests in total market equity. The fund is an actively managed fund of large- and mid-cap US stocks that have above-average prospects for long-term growth. Securities are selected using a proprietary combination of bottom-up, fundamental research and systematic portfolio construction. WINN was launched on Feb 2, 2022 and is managed by Harbor.