Pinnacle Wealth Planning Services, Inc. Wisdomtree Tr Transaction History
Pinnacle Wealth Planning Services, Inc.
- $4.39 Billion
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 27,173 shares of DWM stock, worth $1.51 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,173
Previous 31,231
12.99%
Holding current value
$1.51 Million
Previous $1.8 Million
20.31%
% of portfolio
0.03%
Previous 0.25%
Shares
29 transactions
Others Institutions Holding DWM
# of Institutions
123Shares Held
6.02MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.08MShares$59.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC741KShares$41.1 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$21.7 Million2.04% of portfolio
-
Wealth Enhancement Advisory Services, LLC379KShares$21 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC345KShares$19.1 Million0.0% of portfolio