Pinnacle Wealth Planning Services, Inc. Invesco Cef Income Composite E Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Invesco Cef Income Composite E stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 17,190 shares of PCEF stock, worth $340,190. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,190
Previous 17,190
-0.0%
Holding current value
$340,190
Previous $335,000
2.39%
% of portfolio
0.04%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding PCEF
# of Institutions
139Shares Held
20.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.9MShares$57.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.24MShares$44.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1.97MShares$39 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.87MShares$37.1 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.17MShares$23.2 Million0.01% of portfolio