Pinnacle Wealth Planning Services, Inc. Ft Tr ETF Viii Ft Cboe Vest Us Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ft Tr ETF Viii Ft Cboe Vest Us stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 14,931 shares of DFEB stock, worth $695,635. This represents 0.09% of its overall portfolio holdings.
Number of Shares
14,931
Previous 16,931
11.81%
Holding current value
$695,635
Previous $713,000
6.59%
% of portfolio
0.09%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFEB
# of Institutions
155Shares Held
6.71MCall Options Held
0Put Options Held
0-
American Portfolios Advisors Holbrook, NY1.64MShares$76.4 Million2.27% of portfolio
-
Commonwealth Equity Services, LLC528KShares$24.6 Million0.03% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX244KShares$11.4 Million2.66% of portfolio
-
Cwm, LLC208KShares$9.7 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL192KShares$8.94 Million0.01% of portfolio