Pine Harbor Wealth Management, LLC DIMENSIONAL ETF TRUST Transaction History

Pine Harbor Wealth Management, LLC

  • $170 Billion
  • Q2 2024
Number of Shares
86,779
Previous 86,759 0.02%
Holding current value
$2.51 Billion
Previous $2.6 Billion 3.58%
% of portfolio
1.48%
Previous 1.64%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
N/A
20 Added 0.02%
86,779 $2.51 Billion
Q1 2024

May 15, 2024
SELL
N/A
-16,591 Reduced 16.05%
86,759 $2.6 Billion
Q4 2023

Apr 03, 2024
BUY
N/A
103,350 New
103,350 $2.8 Billion
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