Pinnacle Wealth Planning Services, Inc. Ft Exch Trd Fd Viii Cboe Vest Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 5,620 shares of XJUN stock, worth $237,613. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,620
Previous 5,974
5.93%
Holding current value
$237,613
Previous $229,000
0.44%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding XJUN
# of Institutions
81Shares Held
2.43MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC307KShares$13 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC278KShares$11.7 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL263KShares$11.1 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ208KShares$8.79 Million0.02% of portfolio
-
Mutual Advisors, LLC Casper, WY97.7KShares$4.13 Million0.11% of portfolio