Pinnacle Wealth Planning Services, Inc. First Tr Small Cap Core Alphad Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 2,123 shares of FYX stock, worth $228,477. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,123
Previous 2,123
-0.0%
Holding current value
$228,477
Previous $206,000
12.14%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding FYX
# of Institutions
172Shares Held
6.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY625KShares$67.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$63.1 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA561KShares$60.3 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A6533KShares$57.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC384KShares$41.3 Million0.0% of portfolio