Pinnacle Wealth Planning Services, Inc. First Tr Mid Cap Core Alphadex Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 2,097 shares of FNX stock, worth $263,676. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,097
Previous 2,097
-0.0%
Holding current value
$263,676
Previous $228,000
5.26%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FNX
# of Institutions
211Shares Held
7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.11MShares$140 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC914KShares$115 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA782KShares$98.3 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL487KShares$61.3 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$36.5 Million0.05% of portfolio