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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
2023-12-31 $576k 20k 28.57

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares U S Etf Tr Blackrock Short (MEAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Pine Harbor Wealth Management

Top funds holding Innovator Etfs Tr

Foundations Investment Advisors
Kingsview Wealth Management
Advisor Group Holdings
Brookstone Capital Management
Crown Wealth Group
Milestone Asset Management
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Sunbelt Securities
Centaurus Financial
Lincoln National
Balyasny Asset Management
Wealthquest
Wealthcare Advisory Partners
CRA Financial Services

View all funds holding Innovator Etfs Tr