Pine Harbor Wealth Management, LLC Innovator Etfs Tr Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
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 17,467 shares of BALT stock, worth $551,083. This represents 0.27% of its overall portfolio holdings.
Number of Shares
17,467
Previous 22,055
20.8%
Holding current value
$551,083
Previous $662 Million
18.69%
% of portfolio
0.27%
Previous 0.39%
Shares
3 transactions
Others Institutions Holding BALT
# of Institutions
130Shares Held
17.8MCall Options Held
0Put Options Held
0-
Wealthquest Corp Cincinnati, OH2.06MShares$64.9 Million7.07% of portfolio
-
Envestnet Asset Management Inc1.72MShares$54.4 Million0.02% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR1.65MShares$52.2 Million1.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.34MShares$42.3 Million0.1% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$33.5 Million0.05% of portfolio