Pinnacle Wealth Management Group, Inc. Innovator U.S. Equity Buffer E Transaction History
Pinnacle Wealth Management Group, Inc.
- $148 Million
- Q2 2025
Shares
1 transactions
Others Institutions Holding BJUN
# of Institutions
95Shares Held
2.72MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA399KShares$15.6 Million0.24% of portfolio
-
Lantz Financial LLC255KShares$9.96 Million2.64% of portfolio
-
3 Edge Asset Management, LP222KShares$8.69 Million0.63% of portfolio
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Cerity Partners LLC New York, NY152KShares$5.95 Million0.01% of portfolio
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Commonwealth Equity Services, LLC128KShares$5.01 Million0.01% of portfolio