Pinnacle Wealth Management Group, Inc. Usaa ETF Tr Core Intermediate Transaction History
Pinnacle Wealth Management Group, Inc.
- $135 Million
- Q4 2024
A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 161,281 shares of UITB stock, worth $7.45 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
161,281
Previous 148,364
8.71%
Holding current value
$7.45 Million
Previous $7.11 Million
4.23%
% of portfolio
5.49%
Previous 5.25%
Shares
2 transactions
Others Institutions Holding UITB
# of Institutions
120Shares Held
44.8MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$845 Million0.89% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.57MShares$304 Million0.06% of portfolio
-
United Services Automobile Association San Antonio, TX2.15MShares$99.6 Million2.66% of portfolio
-
Morgan Stanley New York, NY2.11MShares$97.6 Million0.01% of portfolio
-
Bogart Wealth, LLC1.76MShares$81.3 Million3.85% of portfolio