Number of Shares
418,025
Previous 168,975 147.39%
Holding current value
$21.4 Billion
Previous $8.66 Billion 147.2%
% of portfolio
8.62%
Previous 4.31%

Shares

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