Pinnacle Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Pinnacle Wealth Management, LLC
- $86 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding SPHQ
# of Institutions
631Shares Held
131MCall Options Held
5.3KPut Options Held
0-
First Command Advisory Services, Inc.12.4MShares$795 Million7.9% of portfolio
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Envestnet Asset Management Inc12.3MShares$783 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC8.72MShares$557 Million0.25% of portfolio
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Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$494 Million9.57% of portfolio
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Wealth Enhancement Advisory Services, LLC7.64MShares$488 Million1.03% of portfolio