Pinnacle Wealth Management Group, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Pinnacle Wealth Management Group, Inc.
- $148 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding UMAY
# of Institutions
53Shares Held
990KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH144KShares$5.1 Million0.47% of portfolio
-
Kestra Advisory Services, LLC57.1KShares$2.02 Million0.01% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA55.6KShares$1.97 Million0.66% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.83 Million0.47% of portfolio
-
Spire Wealth Management50.5KShares$1.79 Million0.07% of portfolio