Pinnacle Wealth Planning Services, Inc. Vanguard Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- Q4 2024
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,030Shares Held
256MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$344 Million0.05% of portfolio