Pine Harbor Wealth Management, LLC Innovator Etfs Tr Transaction History
Pine Harbor Wealth Management, LLC
- $250 Billion
- Q1 2025
A detailed history of Pine Harbor Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 16,947 shares of BALT stock, worth $544,168. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,947
Previous 17,217
1.57%
Holding current value
$544,168
Previous $541 Million
1.69%
% of portfolio
0.21%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding BALT
# of Institutions
200Shares Held
29.5MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH3.44MShares$111 Million11.51% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.84MShares$59.1 Million0.02% of portfolio
-
Envestnet Asset Management Inc1.83MShares$58.9 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.78MShares$57 Million0.13% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$34 Million0.05% of portfolio