Pinnacle Wealth Planning Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 6,812 shares of UFEB stock, worth $245,095. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,812
Previous 6,812
-0.0%
Holding current value
$245,095
Previous $233,000
4.29%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
4.74MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL771KShares$27.7 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH162KShares$5.83 Million0.34% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ150KShares$5.41 Million0.01% of portfolio