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 $847,154. This represents 0.11% of its overall portfolio holdings.

Number of Shares
20,262
Previous 22,097 8.3%
Holding current value
$847,154
Previous $879,000 4.55%
% of portfolio
0.11%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$38.81 - $41.41 $71,216 - $75,987
-1,835 Reduced 8.3%
20,262 $839,000
Q2 2024

Aug 09, 2024

SELL
$37.67 - $39.8 $595,186 - $628,840
-15,800 Reduced 41.69%
22,097 $879,000
Q1 2024

May 09, 2024

BUY
$36.13 - $38.68 $108,390 - $116,040
3,000 Added 8.6%
37,897 $1.47 Million
Q4 2023

Feb 07, 2024

BUY
$33.27 - $36.56 $661,141 - $726,520
19,872 Added 132.26%
34,897 $1.27 Million
Q3 2023

Nov 07, 2023

BUY
$33.92 - $35.33 $509,648 - $530,833
15,025 New
15,025 $510,000

Others Institutions Holding DJUL

About FIRST TR EXCH-TRD FD VIII FT C


  • Ticker DJUL
  • Sector Technology
More about DJUL
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.