Pinnacle Wealth Planning Services, Inc. Ishares Core S&P U.S. Value Et Transaction History
Pinnacle Wealth Planning Services, Inc.
- $4.39 Billion
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 3,087 shares of IUSV stock, worth $292,925. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,087Holding current value
$292,925% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
757Shares Held
166MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC65.6MShares$6.22 Billion0.53% of portfolio
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Lpl Financial LLC Fort Mill, SC13.8MShares$1.31 Billion0.54% of portfolio
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Morgan Stanley New York, NY8.63MShares$819 Million0.06% of portfolio
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Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$442 Million5.6% of portfolio
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Envestnet Asset Management Inc4.41MShares$419 Million0.14% of portfolio