Pinnacle Wealth Planning Services, Inc. First Tr ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 25,059 shares of QJUN stock, worth $781,590. This represents 0.09% of its overall portfolio holdings.
Number of Shares
25,059
Previous 25,059
-0.0%
Holding current value
$781,590
Previous $740,000
5.27%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding QJUN
# of Institutions
117Shares Held
9.58MCall Options Held
0Put Options Held
0-
Ferguson Shapiro LLC3.05MShares$95.2 Million47.71% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS426KShares$13.3 Million0.26% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ405KShares$12.6 Million0.02% of portfolio
-
Truist Financial Corp395KShares$12.3 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC374KShares$11.7 Million0.02% of portfolio