Pinnacle Wealth Planning Services, Inc. First Tr Exch Trd Fd Viii Ft C Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 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 $871,266. This represents 0.13% of its overall portfolio holdings.

Number of Shares

20,262

Previous 20,262 -0.0%

Holding current value

$871,266

Previous $850,000 2.59%

% of portfolio

0.13%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

112

Shares Held

4.97M

Call Options Held

Put Options Held

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About FIRST TR EXCH-TRD FD VIII FT C

Ticker DJUL
Sector Technology

More about DJUL

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Pinnacle Wealth Planning Services, Inc. First Tr Exch Trd Fd Viii Ft C Transaction History