Pinnacle Wealth Management Group, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History
Pinnacle Wealth Management Group, Inc.
- $135 Million
- Q3 2024
A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 25,279 shares of SGOV stock, worth $2.54 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
25,279
Previous 90,638
72.11%
Holding current value
$2.54 Million
Previous $9.13 Million
72.11%
% of portfolio
1.88%
Previous 6.87%
Shares
3 transactions
Others Institutions Holding SGOV
# of Institutions
673Shares Held
90.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY4.4MShares$443 Million0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.07MShares$409 Million0.69% of portfolio
-
Bank Of America Corp Charlotte, NC3.76MShares$378 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$291 Million0.15% of portfolio
-
Raymond James & Associates St Petersburg, FL1.9MShares$191 Million0.12% of portfolio