Pinnacle Wealth Planning Services, Inc. Invesco Cef Income Composite E Transaction History
Pinnacle Wealth Planning Services, Inc.
- $654 Million
- Q1 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Invesco Cef Income Composite E stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 17,190 shares of PCEF stock, worth $338,127. This represents 0.05% of its overall portfolio holdings.
Number of Shares
17,190
Previous 17,500
1.77%
Holding current value
$338,127
Previous $335,000
3.28%
% of portfolio
0.05%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding PCEF
# of Institutions
142Shares Held
19.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.63MShares$51.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.22MShares$43.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY2.15MShares$42.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A62.14MShares$42 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.02MShares$20 Million0.01% of portfolio