Pine Harbor Wealth Management, LLC INNOVATOR ETFS TRUST Transaction History

Pine Harbor Wealth Management, LLC

  • $250 Billion
  • Q1 2025
Number of Shares
10,382
Previous 10,846 4.28%
Holding current value
$291 Million
Previous $301 Million 3.28%
% of portfolio
0.12%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-464 Reduced 4.28%
10,382 $291 Million
Q4 2024

Feb 13, 2025
SELL
N/A
-1,220 Reduced 10.11%
10,846 $301 Million
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
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