Pinnacle Wealth Planning Services, Inc. Wisdomtree, Inc. Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $4.39 Billion
  • Q4 2024

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Wisdomtree, Inc. stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 32,105 shares of WT stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
32,105
Previous 35,663 9.98%
Holding current value
$0
Previous $194,000 9.79%
% of portfolio
0.0%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
N/A
-3,558 Reduced 9.98%
32,105 $175,000
Q3 2024

Nov 13, 2024
BUY
N/A
35,663 New
35,663 $194,000
Q1 2021

Apr 29, 2021
SELL
N/A
-5,916 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
N/A
5,916 New
5,916 $32,000

Others Institutions Holding WT

# of Institutions
1
Shares Held
75
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE, INC.

WT Quotes by TradingView
  • Ticker WT
More about WT
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email