Pinnacle Wealth Planning Services, Inc. First Tr Small Cap Core Alphad Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 2,123 shares of FYX stock, worth $197,375. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,123
Previous 2,123
-0.0%
Holding current value
$197,375
Previous $214,000
-0.0%
% of portfolio
0.03%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FYX
# of Institutions
177Shares Held
6.92MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY803KShares$74.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$59.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC595KShares$55.3 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL444KShares$41.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC427KShares$39.7 Million0.0% of portfolio