Pinnacle Wealth Management Advisory Group, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $925 Million
- Q1 2024
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 13,487 shares of DES stock, worth $418,097. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,487
Previous 14,714
8.34%
Holding current value
$418,097
Previous $473,000
6.98%
% of portfolio
0.05%
Previous 0.06%
Shares
28 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.3 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.22MShares$68.9 Million0.01% of portfolio
-
Ubs Group Ag1.93MShares$59.8 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.64MShares$50.9 Million0.03% of portfolio
-
Creative Planning Overland Park, KS1.52MShares$47 Million0.06% of portfolio