Pinnacle Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History
Pinnacle Wealth Management, LLC
- $82.7 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding KAPR
# of Institutions
93Shares Held
3.24MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC353KShares$12 Million1.63% of portfolio
-
Commonwealth Equity Services, LLC227KShares$7.72 Million0.01% of portfolio
-
O Donnell Financial Services, LLC172KShares$5.84 Million2.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ159KShares$5.42 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL154KShares$5.23 Million0.01% of portfolio