Pinnacle Wealth Planning Services, Inc. Msci Eafe Growth ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $4.39 Billion
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 49,392 shares of EFG stock, worth $5.17 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
49,392
Previous 46,982
5.13%
Holding current value
$5.17 Million
Previous $5.06 Million
5.44%
% of portfolio
0.11%
Previous 0.69%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
1,058Shares Held
157MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc30.5MShares$3.2 Billion0.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.15MShares$958 Million0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY7.28MShares$762 Million0.06% of portfolio
-
Jones Financial Companies Lllp6.74MShares$705 Million0.62% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$568 Million5.34% of portfolio