Pinnacle Wealth Planning Services, Inc. First Tr Exch Trd Fd Viii Ft C Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 20,262 shares of DJUL stock, worth $860,729. This represents 0.13% of its overall portfolio holdings.
Number of Shares
20,262
Previous 20,262
-0.0%
Holding current value
$860,729
Previous $850,000
-0.0%
% of portfolio
0.13%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding DJUL
# of Institutions
114Shares Held
5.51MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph769KShares$32.7 Million10.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ526KShares$22.3 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL411KShares$17.4 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$11 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA198KShares$8.43 Million1.02% of portfolio