Pinnacle Wealth Planning Services »

Lufax Holding shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Lufax Holding shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Lufax Holding

Tip: Access up to 7 years of quarterly data

All positions including Lufax Holding held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Lufax Holding by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $194k 46k 4.22
2023-03-31 $46k 23k 2.04

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Nvidia Corp Stock (NVDA)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon.com Stock (AMZN)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Meta Platforms Inc Cl A Stock (META)
Google Stock (GOOGL)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Lufax Holding

Cape Ann Asset Management
Pinnacle Wealth Planning Services
DGS Capital Management
Nelson, Van Denburg & Campbell Wealth Management
Farther Finance Advisors
Harvest Fund Management
EverSource Wealth Advisors

View all funds holding Lufax Holding