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Innovator Etfs Tr shares owned by Pine Harbor Wealth Management

Quarter-by-quarter ownership of Innovator Etfs Tr (BALT) shares owned by Pine Harbor Wealth Management from 13F filings

Historical chart of Pine Harbor Wealth Management investment in Innovator Etfs Tr

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr held by Pine Harbor Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr by Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $539k 18k 30.83
2024-06-30 $662k 22k 30.03
2024-03-31 $645k 22k 29.26
2023-12-31 $576k 20k 28.57

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Pine Harbor Wealth Management

Top funds holding Innovator Etfs Tr

Wealthquest
Envestnet Asset Management
Kingsview Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
Brookstone Capital Management
Crown Wealth Group
Cetera Investment Advisers
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Raymond James Financial Services Advisors
Wealthcare Advisory Partners
Sunbelt Securities
Centaurus Financial
Personal Cfo Solutions
Kestra Advisory Services

View all funds holding Innovator Etfs Tr