Pine Harbor Wealth Management, LLC Innovator Etfs Tr Transaction History
Pine Harbor Wealth Management, LLC
- $170 Billion
- Q2 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 22,055 shares of BALT stock, worth $681,058. This represents 0.39% of its overall portfolio holdings.
Number of Shares
22,055
Previous 22,055
-0.0%
Holding current value
$681,058
Previous $645 Million
2.63%
% of portfolio
0.39%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding BALT
# of Institutions
124Shares Held
14.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.69MShares$52.2 Million0.02% of portfolio
-
Wealthquest Corp Cincinnati, OH1.37MShares$42.3 Million6.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.17MShares$36.2 Million0.09% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$32.8 Million0.05% of portfolio
-
Brookstone Capital Management624KShares$19.3 Million0.32% of portfolio