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 $5.01 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
49,392
Previous 46,982
5.13%
Holding current value
$5.01 Million
Previous $5.06 Million
5.44%
% of portfolio
0.11%
Previous 0.69%
Shares
14 transactions
Others Institutions Holding EFG
# of Institutions
1,030Shares Held
141MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.55 Billion0.9% of portfolio
-
Jones Financial Companies Lllp6.74MShares$684 Million0.62% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$637 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$602 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$550 Million5.34% of portfolio