Pinnacle Wealth Planning Services, Inc. First Tr Exch Trd Fd Viii Ft C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 20,262 shares of DJUL stock, worth $949,274. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,262
Previous 20,262
-0.0%
Holding current value
$949,274
Previous $828,000
8.7%
% of portfolio
0.12%
Previous 0.13%
Shares
5 transactions
Others Institutions Holding DJUL
# of Institutions
114Shares Held
5.02MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph694KShares$32.5 Million9.52% of portfolio
-
Foguth Wealth Management, Llc. Brighton, MI273KShares$12.8 Million2.6% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI269KShares$12.6 Million0.93% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$12.2 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL248KShares$11.6 Million0.0% of portfolio