Pinnacle Wealth Planning Services, Inc. Ishares Core S&P U.S. Value Et Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,087 shares of IUSV stock, worth $310,521. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,087
Previous 3,087
-0.0%
Holding current value
$310,521
Previous $284,000
2.82%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
811Shares Held
182MCall Options Held
3KPut Options Held
0-
Bank Of America Corp Charlotte, NC74.4MShares$7.48 Billion0.53% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.2MShares$1.53 Billion0.51% of portfolio
-
Morgan Stanley New York, NY9.02MShares$907 Million0.06% of portfolio
-
Jones Financial Companies Lllp5.7MShares$573 Million0.41% of portfolio
-
Envestnet Asset Management Inc5.25MShares$528 Million0.15% of portfolio