Pine Harbor Wealth Management, LLC PGIM ETF TR Transaction History

Pine Harbor Wealth Management, LLC

  • $250 Billion
  • Q1 2025
Number of Shares
490,645
Previous 418,025 17.37%
Holding current value
$25.2 Billion
Previous $21.4 Billion 17.62%
% of portfolio
10.07%
Previous 8.62%

Shares

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