Pinnacle Wealth Planning Services, Inc. First Tr Exchange Traded Iv Transaction History

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Exchange Traded Iv stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 161,804 shares of EMLP stock, worth $6.06 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

161,804

Previous 155,460 4.08%

Holding current value

$6.06 Million

Previous $5.54 Million 9.46%

% of portfolio

0.93%

Previous 0.85%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$35.79 - $38.28 $227,051 - $242,848	6,344 Added 4.08%	161,804 $6.07 Million
Q4 2024 Feb 06, 2025	BUY	$33.69 - $38.24 $62,932 - $71,432	1,868 Added 1.22%	155,460 $5.54 Million
Q3 2024 Nov 13, 2024	BUY	$30.38 - $34.0 $136,740 - $153,034	4,501 Added 3.02%	153,592 $5.16 Million
Q2 2024 Aug 09, 2024	BUY	$28.25 - $31.1 $32,741 - $36,044	1,159 Added 0.78%	149,091 $4.54 Million
Q1 2024 May 09, 2024	BUY	$26.83 - $29.53 $137,557 - $151,400	5,127 Added 3.59%	147,932 $4.37 Million
Q4 2023 Feb 07, 2024	BUY	$25.39 - $27.98 $52,404 - $57,750	2,064 Added 1.47%	142,805 $3.95 Million
Q3 2023 Nov 07, 2023	BUY	$26.42 - $28.14 $80,845 - $86,108	3,060 Added 2.22%	140,741 $3.72 Million
Q2 2023 Aug 07, 2023	BUY	$26.24 - $27.37 $127,710 - $133,209	4,867 Added 3.66%	137,681 $3.72 Million
Q1 2023 May 03, 2023	BUY	$25.42 - $27.64 $35,588 - $38,696	1,400 Added 1.07%	132,814 $3.54 Million
Q4 2022 Feb 13, 2023	BUY	$24.59 - $27.92 $413,923 - $469,977	16,833 Added 14.69%	131,414 $3.51 Million
Q3 2022 Nov 09, 2022	BUY	$24.88 - $29.0 $289,205 - $337,096	11,624 Added 11.29%	114,581 $2.85 Million
Q2 2022 Aug 03, 2022	BUY	$24.71 - $28.93 $621,777 - $727,965	25,163 Added 32.35%	102,957 $2.65 Million
Q1 2022 Apr 20, 2022	SELL	$24.68 - $27.82 $97,757 - $110,195	-3,961 Reduced 4.84%	77,794 $2.15 Million
Q4 2021 Jan 21, 2022	SELL	$23.74 - $25.45 $40,975 - $43,926	-1,726 Reduced 2.07%	81,755 $2.04 Million
Q3 2021 Oct 29, 2021	BUY	$23.59 - $25.04 $23,141 - $24,564	981 Added 1.19%	83,481 $1.9 Million
Q2 2021 Aug 02, 2021	BUY	$22.93 - $25.6 $37,696 - $42,086	1,644 Added 2.03%	82,500 $1.94 Million
Q1 2021 Apr 29, 2021	BUY	$20.6 - $23.26 $37,842 - $42,728	1,837 Added 2.32%	80,856 $1.77 Million
Q4 2020 Feb 12, 2021	BUY	$19.03 - $21.92 $9,457 - $10,894	497 Added 0.63%	79,019 $1.6 Million
Q3 2020 Nov 03, 2020	SELL	$18.75 - $21.39 $13,031 - $14,866	-695 Reduced 0.88%	78,522 $1.45 Million
Q2 2020 Jul 27, 2020	BUY	$16.75 - $23.13 $172,491 - $238,192	10,298 Added 14.94%	79,217 $1.4 Million
Q1 2020 May 11, 2020	BUY	$14.87 - $26.37 $186,633 - $330,969	12,551 Added 22.27%	68,919 $1.04 Million
Q4 2019 Feb 07, 2020	SELL	$24.22 - $25.54 $201,776 - $212,773	-8,331 Reduced 12.88%	56,368 $1.44 Million
Q3 2019 Oct 31, 2019	BUY	$24.39 - $25.93 $417,288 - $443,636	17,109 Added 35.95%	64,699 $1.33 Million
Q2 2019 Aug 06, 2019	BUY	$24.35 - $25.39 $49,260 - $51,363	2,023 Added 4.44%	47,590 $1.2 Million
Q1 2019 May 08, 2019	BUY	$21.41 - $24.8 $70,417 - $81,567	3,289 Added 7.78%	45,567 $1.13 Million
Q4 2018 Mar 01, 2019	BUY	$20.55 - $23.79 $157,865 - $182,754	7,682 Added 22.2%	42,278 $907,000
Q3 2018 Feb 28, 2019	BUY	$23.11 - $24.49 $93,711 - $99,306	4,055 Added 13.28%	34,596 $812,000
Q2 2018 Feb 28, 2019	BUY	$21.69 - $23.22 $135,866 - $145,450	6,264 Added 25.8%	30,541 $709,000
Q1 2018 Feb 28, 2019	BUY	$21.49 - $24.98 $521,712 - $606,439	24,277 New	24,277 $531,000

Others Institutions Holding EMLP

# of Institutions

388

Shares Held

74M

Call Options Held

6.2K

Put Options Held

100

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About FIRST TR EXCHANGE-TRADED IV

Ticker EMLP
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Pinnacle Wealth Planning Services, Inc. First Tr Exchange Traded Iv Transaction History