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Lehman Brothers First Trust IOF shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Lehman Brothers First Trust IOF (NHS) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Lehman Brothers First Trust IOF

Tip: Access up to 7 years of quarterly data

All positions including Lehman Brothers First Trust IOF held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lehman Brothers First Trust IOF by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4k 388 6.24

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View all positions for Pinnacle Wealth Planning Services

Top funds holding Lehman Brothers First Trust IOF

Sit Investment Associates
Rivernorth Capital Management
Absolute Investment Advisers
Morgan Stanley
Guggenheim Capital, LLC Managers
LPL Financial
GraniteShares Advisors
Quarry
Invesco
Wells Fargo & Company
Uncommon Cents Investing
Cable Car Capital
J.w. Cole Advisors
Toronto-Dominion Bank
Clear Street Group

View all funds holding Lehman Brothers First Trust IOF