Pinnacle Wealth Planning Services, Inc. Msci Eafe Value ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $733 Million
- Q3 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 136,898 shares of EFV stock, worth $7.13 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
136,898
Previous 134,728
1.61%
Holding current value
$7.13 Million
Previous $7.15 Million
10.22%
% of portfolio
1.07%
Previous 1.03%
Shares
11 transactions
Others Institutions Holding EFV
# of Institutions
1,022Shares Held
297MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.81 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$763 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$689 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC12.8MShares$665 Million0.34% of portfolio
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Us Bancorp \De\12.3MShares$641 Million0.92% of portfolio