Pinnacle Wealth Planning Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Pinnacle Wealth Planning Services, Inc.
- $654 Million
- Q1 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 6,812 shares of UFEB stock, worth $228,815. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,812Holding current value
$228,815% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
91Shares Held
5.56MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.69MShares$56.6 Million0.9% of portfolio
-
Talon Private Wealth, LLC The Villages, FL1.01MShares$33.8 Million4.37% of portfolio
-
Kfg Wealth Management, LLC Granger, IN309KShares$10.4 Million2.55% of portfolio
-
High Tower Advisors, LLC Chicago, IL233KShares$7.82 Million0.01% of portfolio
-
Truist Financial Corp144KShares$4.85 Million0.01% of portfolio