Pinnacle Wealth Management Advisory Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q1 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 89,347 shares of SDVY stock, worth $3.1 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
89,347
Previous 14,400
520.47%
Holding current value
$3.1 Million
Previous $516,000
480.04%
% of portfolio
0.28%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SDVY
# of Institutions
502Shares Held
187MCall Options Held
10.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC23.4MShares$812 Million0.32% of portfolio
-
Morgan Stanley New York, NY19.5MShares$677 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$460 Million0.1% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL12.5MShares$434 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC7.82MShares$272 Million0.02% of portfolio