Pinnacle Wealth Planning Services, Inc. First Tr Ex Trd Viii Cboe Vest Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 11,428 shares of DJUN stock, worth $532,659. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,428
Previous 11,428
-0.0%
Holding current value
$532,659
Previous $514,000
3.31%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding DJUN
# of Institutions
102Shares Held
2.34MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC228KShares$10.6 Million0.05% of portfolio
-
Winnow Wealth LLC Waco, TX124KShares$5.79 Million4.57% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL117KShares$5.48 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC99.5KShares$4.64 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ96.2KShares$4.49 Million0.01% of portfolio