Pinnacle Wealth Planning Services, Inc. First Tr Large Cap Core Alphde Transaction History
Pinnacle Wealth Planning Services, Inc.
- $733 Million
- Q3 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 2,250 shares of FEX stock, worth $251,887. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,250
Previous 2,250
-0.0%
Holding current value
$251,887
Previous $218,000
7.34%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding FEX
# of Institutions
221Shares Held
7.27MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$115 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$88.5 Million0.04% of portfolio
-
Janney Montgomery Scott LLC503KShares$56.3 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$52.5 Million0.01% of portfolio
-
Ubs Group Ag235KShares$26.3 Million0.01% of portfolio