Pinnacle Wealth Planning Services, Inc. First Tr Exch Trd Fd Viii Ft C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $693 Million
- Q2 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 22,097 shares of DJUL stock, worth $912,385. This represents 0.13% of its overall portfolio holdings.
Number of Shares
22,097
Previous 37,897
41.69%
Holding current value
$912,385
Previous $1.47 Million
40.0%
% of portfolio
0.13%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DJUL
# of Institutions
79Shares Held
3.13MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph730KShares$30.1 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ277KShares$11.4 Million0.03% of portfolio
-
Ignite Planners, LLC199KShares$8.23 Million2.05% of portfolio
-
Smart Money Group LLC186KShares$7.68 Million3.03% of portfolio
-
First Heartland Consultants, Inc.173KShares$7.14 Million0.48% of portfolio