Pine Harbor Wealth Management, LLC PGIM ETF TR Transaction History

Pine Harbor Wealth Management, LLC

  • $284 Billion
  • Q2 2025
Number of Shares
538,354
Previous 490,645 9.72%
Holding current value
$27.7 Billion
Previous $25.2 Billion 10.02%
% of portfolio
9.74%
Previous 10.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
47,709 Added 9.72%
538,354 $27.7 Billion
Q1 2025

May 14, 2025
BUY
N/A
72,620 Added 17.37%
490,645 $25.2 Billion
Q4 2024

Feb 13, 2025
BUY
N/A
249,050 Added 147.39%
418,025 $21.4 Billion
Q3 2024

Nov 13, 2024
BUY
N/A
161,923 Added 2296.13%
168,975 $8.66 Billion
Q2 2024

Aug 09, 2024
BUY
N/A
7,052 New
7,052 $360 Million
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