Pinnacle Wealth Planning Services, Inc. First Tr Large Cap Core Alphde Transaction History
Pinnacle Wealth Planning Services, Inc.
- $654 Million
- Q1 2025
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 $238,027. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,250
Previous 2,250
-0.0%
Holding current value
$238,027
Previous $234,000
1.71%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding FEX
# of Institutions
225Shares Held
8.22MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.18MShares$125 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC973KShares$103 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA534KShares$56.5 Million0.01% of portfolio
-
Janney Montgomery Scott LLC516KShares$54.6 Million0.15% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL297KShares$31.4 Million0.01% of portfolio