Pinnacle Wealth Planning Services, Inc. First Tr ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 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 $780,838. This represents 0.1% of its overall portfolio holdings.
Number of Shares
25,059
Previous 25,059
-0.0%
Holding current value
$780,838
Previous $662,000
11.78%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding QJUN
# of Institutions
116Shares Held
10.4MCall Options Held
0Put Options Held
0-
Ferguson Shapiro LLC3.06MShares$95.2 Million46.61% of portfolio
-
Stuart Chaussee & Associates, Inc.1.39MShares$43.3 Million13.7% of portfolio
-
Truist Financial Corp406KShares$12.7 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ393KShares$12.2 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC387KShares$12.1 Million0.02% of portfolio