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 $7.37 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
136,898
Previous 134,728
1.61%
Holding current value
$7.37 Million
Previous $7.15 Million
10.22%
% of portfolio
1.07%
Previous 1.03%
Shares
11 transactions
Others Institutions Holding EFV
# of Institutions
1,020Shares Held
295MCall Options Held
1.46MPut Options Held
0-
Envestnet Asset Management Inc54MShares$2.91 Billion1.03% of portfolio
-
Jones Financial Companies Lllp14.6MShares$789 Million0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$713 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.8MShares$688 Million0.34% of portfolio
-
Us Bancorp \De\12.3MShares$664 Million0.92% of portfolio