Pinnacle Wealth Management Advisory Group, LLC Wisdomtree U.S. Midcap Fund Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q4 2024
Shares
8 transactions
Others Institutions Holding EZM
# of Institutions
163Shares Held
8.57MCall Options Held
0Put Options Held
0-
Ubs Group Ag807KShares$44.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC804KShares$44.5 Million0.02% of portfolio
-
Davenport & CO LLC549KShares$30.4 Million0.21% of portfolio
-
Morgan Stanley New York, NY502KShares$27.8 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC492KShares$27.2 Million0.0% of portfolio