Pine Harbor Wealth Management, LLC INNOVATOR ETFS TRUST Transaction History

Pine Harbor Wealth Management, LLC

  • $201 Billion
  • Q3 2024
Number of Shares
12,066
Previous 19,392 37.78%
Holding current value
$331 Million
Previous $519 Million 36.25%
% of portfolio
0.16%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
N/A
-7,326 Reduced 37.78%
12,066 $331 Million
Q2 2024

Aug 09, 2024
SELL
N/A
-176 Reduced 0.9%
19,392 $519 Million
Q1 2024

May 15, 2024
BUY
N/A
1,323 Added 7.25%
19,568 $515 Million
Q4 2023

Apr 03, 2024
BUY
N/A
18,245 New
18,245 $468 Million
Track This Portfolio

Track Pine Harbor Wealth Management, LLC Portfolio

Follow Pine Harbor Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pine Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email