Pinnacle Wealth Planning Services, Inc. Ishares S&P 500 Value ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $4.39 Billion
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 7,374 shares of IVE stock, worth $1.45 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,374
Previous 2,577
186.15%
Holding current value
$1.45 Million
Previous $508,000
176.97%
% of portfolio
0.03%
Previous 0.07%
Shares
29 transactions
Others Institutions Holding IVE
# of Institutions
1,650Shares Held
145MCall Options Held
88.8KPut Options Held
36.5K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.31 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.64 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.56 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.28 Billion0.29% of portfolio