Pinnacle Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History

Pinnacle Wealth Management, LLC

$82.7 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$70.98 - $83.52 $3.62 Million - $4.26 Million	50,966 New	50,966 $3.67 Million

Others Institutions Holding BLV

# of Institutions

384

Shares Held

41.9M

Call Options Held

27.4K

Put Options Held

86.4K

Envestnet Asset Management Inc

9.2M
Shares

$644 Million
0.23% of portfolio
Wells Fargo & Company San Francisco, CA

3.36M
Shares

$235 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

2.53M
Shares

$177 Million
0.09% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

2.31M
Shares

$162 Million
0.62% of portfolio
Lincoln National Corp

2.13M
Shares

$149 Million
5.15% of portfolio

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management, LLC with notifications on news.