Pinnacle Wealth Planning Services, Inc. Ishares Core S&P U.S. Value Et Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- 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 $264,802. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,087
Previous 3,087
-0.0%
Holding current value
$264,802
Previous $285,000
-0.0%
% of portfolio
0.04%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IUSV
# of Institutions
784Shares Held
175MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.14 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.19 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$794 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$399 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$378 Million0.14% of portfolio