Pinnacle Wealth Planning Services, Inc. First Tr Exch Trd Fd Viii Ft C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $733 Million
- Q3 2024
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
Others Institutions Holding DJUL
# of Institutions
103Shares Held
4.62MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph774KShares$32.3 Million10.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ554KShares$23.2 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$10.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc231KShares$9.68 Million0.0% of portfolio
-
Ignite Planners, LLC203KShares$8.47 Million2.0% of portfolio