Pinnacle Wealth Planning Services, Inc. First Tr Ex Trd Viii Cboe Vest Transaction History
Pinnacle Wealth Planning Services, Inc.
- $4.39 Billion
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 22,455 shares of DJUN stock, worth $990,939. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,455
Previous 22,455
-0.0%
Holding current value
$990,939
Previous $955,000
1.68%
% of portfolio
0.02%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
93Shares Held
2.2MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.39 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.64 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE102KShares$4.52 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL98.3KShares$4.34 Million0.11% of portfolio
-
Hickory Asset Management, Inc. Concord, OH73.2KShares$3.23 Million2.69% of portfolio